Middle Office Specialist

Express Employment Professionals - Cincinnati East; Neenah (WI); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

Weekly paychecks

Vision Insurance

Medical Plan

Dental Plan

401(K) Retirement Savings Plan

Life Insurance

Referral Bonuses

Job summary

Express Employment Professionals is seeking an associate to assist in the daily administration of trust accounts, estates, and corporate trusts in our Neenah, WI area. You will help open/close client accounts, coordinate onboarding, and ensure regulatory compliance.

The role requires 1–3 years in financial services and a related degree, with strong attention to detail and excellent communication skills. Competitive benefits and weekly paychecks are offered.

Qualifications

• Bachelor's degree required in a related field or equivalent experience.
• 1–3 years in banking, trust operations, accounting, or financial services.
• Proficiency with Microsoft Office applications (Excel, Word, Outlook, Teams).
• Knowledge of trust administration, estate services, or financial services preferred.

Responsibilities

• Assist Trust Officers and staff with daily administration of personal, estate, and corporate trust accounts.
• Open/close client accounts with accurate, complete documentation compliant with audits and regulatory requirements.
• Coordinate onboarding and closing of accounts, including asset transfers and cash distributions.
• Monitor account activity and assist with post-closing tasks, tax reporting, and trailing income tracking.

Skills

Attention to detail

Organizational skills

Communication skills

Analytical thinking

Time management

Education

Bachelor's degree in Finance/Accounting/Legal Studies/Business

Associate's degree + related trust ops experience

Tools

Microsoft Office

Trust accounting systems

Job description

Hours:Monday - Friday, 7:30am - 4:30pm

Pay: $22.50/HR

Duties:

• Assist Trust Officers and administrative staff with the daily administration of personal trust, estate, and corporate trust accounts.
• Open and close client accounts while ensuring all documentation is accurate, complete, and compliant with audit and regulatory requirements.
• Coordinate account onboarding and closing processes, including document collection, asset transfers, cash distributions, and follow-up activities.
• Monitor account activity and assist with post-closing requirements, tax reporting coordination, and trailing income tracking.
• Manage Donor Advised Fund administration by coordinating communications and workflow between internal departments and external service providers.
• Review and maintain client records to ensure accuracy, organization, and compliance.
• Support operational processes and assist with trust account servicing, reporting, and documentation.
• Communicate professionally with clients, advisors, vendors, and internal team members.
• Maintain confidentiality and safeguard sensitive client and financial information.
• Assist with special projects and process improvement initiatives as assigned.

Qualifications:

• Bachelor's degree in Finance, Accounting, Legal Studies, Business Administration, or a related field required.
• An Associate's degree combined with directly related experience in trust operations or financial services will be considered.
• 1-3 years of experience in banking, trust operations, accounting, financial services, or a related field required.
• Strong attention to detail and ability to manage complex operational and administrative tasks with a high degree of accuracy.
• Knowledge of trust administration, estate services, banking operations, or financial services preferred.
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to handle confidential information with professionalism and discretion.
• Strong analytical, problem-solving, and critical-thinking abilities.
• Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and Teams.
• Experience with trust accounting systems, financial platforms, or banking software preferred.

What does Express offer to you??

• Weekly paychecks!
• Vision Insurance
• Medical Plan
• Dental Plan
• 401(K) Retirement Savings Plan
• Life Insurance
• Referral Bonuses (Earn up to $125 for each person you refer to Express!)

Why Express Employment Professionals, Appleton WI?

• Express, Appleton WI placed over 1,350 people in 2024 just in the Appleton area!
• We provide our associates with excellent comprehensive and competitive benefits!
• When you apply to us, you apply to 100+ companies in the Fox Valley!
• Over 170 people were hired to a permanent position in 2024.