Senior Trust Administrative Specialist – Hybrid/Remote

Union Bank & Trust Company; Lincoln (NE); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Union Bank & Trust Company is seeking a Personal Trust Administrative Specialist 3 to handle a wide range of administrative duties for trust accounts. You will interact with clients by phone, email, in person, or at their home, draft reports, and manage accounts with minimal supervision.

The role requires strong attention to detail, excellent communication, and organizational skills, with 7–10 years of trust administration experience preferred and a Nebraska driver's license.

Qualifications

• 7–10 years trust administrative experience or paralegal background preferred.
• 2–4 year college degree preferred.
• Proficient with Microsoft Office and financial software.
• Valid Nebraska driver's license.
• Strong communication and organizational skills.

Responsibilities

• Interact with customers by phone, email, in person, or at home to handle requests.
• Draft correspondence and reports for assigned accounts.
• Administer trusts, estates, IRAs, and agency accounts with limited supervision.
• Prepare income projections, date of death valuations, and related filings.
• Assist with tax reporting and compliance for fiduciary and estate matters.
• Coordinate with Trust Officers and Investment Officers as needed.

Skills

Attention to detail

Effective communicator

Organized

Prioritization

Self-directed

Team player

Adaptable

Education

2–4 year college degree preferred

Paralegal experience preferred

Tools

Microsoft Office

Job description

Union Bank & Trust Company is seeking a Personal Trust Administrative Specialist 3 to handle a wide range of administrative duties for trust accounts. You will interact with clients by phone, email, in person, or at their home, draft reports, and manage accounts with minimal supervision.

The role requires strong attention to detail, excellent communication, and organizational skills, with 7–10 years of trust administration experience preferred and a Nebraska driver's license.