Personal Trust Administrative Assistant 1

Union Bank & Trust; United States; Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Hybrid work from home opportunity

Hybrid work arrangement

Job summary

Union Bank & Trust is seeking a Personal Trust Administrative Specialist 1 to greet clients, prepare correspondence, and manage routine trust accounts under supervision. You will process estate, IRA, and agency accounts with accuracy and timely communication.

The role emphasizes strong Microsoft Office skills, attention to detail, and reliable attendance, with a hybrid work-from-home option after onboarding.

Qualifications

• Minimum of high school degree or GED.
• Trust administrative experience preferred; applicable work experience may substitute.
• Proficient knowledge in Microsoft Office products and in working with other financial software.

Responsibilities

• Greet customers via telephone, in person, or at their home and answer routine questions.
• Sort and distribute daily mail, obtain account information and respond as appropriate.
• Complete correspondence and reports, document imaging, set appointments, and handle client requests for Trust Officer’s accounts.
• Administer less complex trusts, estates, IRAs, and agency accounts with direct supervision.
• Create account files and manage accounts as opened/closed; use Workflows for accounts.
• Assist with managing financial needs for clients and related tasks.
• Monitor daily operations of trust accounts with Trust Officers and Investment Officers.
• Prepare income projections, date of death valuations, and Asset Expense Listings for client meetings.

Skills

Trust administrative experience

Detail oriented

Reliable attendance

Effective communicator

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Position Summary: The Personal Trust Administrative Specialist 1 performs administrative duties including greeting customers via telephone calls, in person, or at their home, completing correspondence and reports, imaging, and handling client requests for Trust Officer’s accounts. This level of position administers less complex trusts, estates, individual retirement accounts, and agency accounts with direct supervision of the Trust Officer.

Essential Functions

1. Greet customers via telephone calls, in person, or at their home, and answer routine questions and requests.
2. Sort and distribute daily mail, obtain account information related to correspondence, and respond when appropriate.
3. Complete correspondence and reports, document imaging, set appointments, and handle client requests for Trust Officer’s accounts.
4. Administer less complex trusts, estates, individual retirement accounts, and agency accounts with direct supervision of the Trust Officer.
5. Create account files, administer accounts as they are opened and closed, and utilize Workflows for all new, existing and closing accounts.
6. Assist with managing financial needs for clients, including but not limited to interacting with various businesses and agencies, filing insurance claims, bills & subscriptions, purchases & sales, and other matters that arise.
7. Assist with monitoring daily operations of trust accounts while working with the Trust Officers and Investment Officers.
8. Assist Trust Administrator / Officer with preparing necessary income projections, date of death valuations, Asset Expense Listings (AEL’s) and other material required for client meetings and estate & trust settlements.
9. Assist with the department’s tax reporting process, which includes informational tax reporting and fiduciary, individual, estate and gift tax return preparation and compliance.
10. Interacts closely with Trust Officer concerning trust accounts to ensure knowledge of all responsibilities within the Personal Trust Department.
11. Assist Trust Officer with marketing trust services to prospects and professionals.
12. Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
13. Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
14. Regular and reliable attendance is an essential function of this position.
15. Perform other job related duties or special projects as assigned.

Qualifications

1. Minimum of high school degree or GED.
2. Trust administrative experience preferred. Applicable work experience may substitute.
3. Proficient knowledge in Microsoft Office products and in working with other financial software.
4. Valid Nebraska Driver’s license.

Preferred Talents

1. Accurate and detailed
2. Effective communicator – Written & verbal
3. Customer service oriented
4. Organized
5. Time efficient
6. Self-directed and takes initiative. Ability to work effectively with a multitude of Trust Officers, Trust Administrators, Investment Officers, COI’s and other staff.
7. Team Player

Working Environment

Indoor work not exposed to outdoor elements or hazards.

Some sedentary work and occasional lifting and/or carrying up to ten pounds.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.