Senior Trust Administrator & Client Relations Lead

Marquette Bank; Orland Park (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

ESOP

Free checking

Job summary

Marquette Bank in Orland Park, IL seeks a Trust Administration Officer to manage personal trust accounts, estates, guardianships, and related fiduciary duties with a focus on accurate document interpretation and proactive client relations.

You will coordinate with attorneys and CPAs, oversee annual reviews, tax filings, and distributions while ensuring compliance with fiduciary policies and regulations. A Bachelor's degree and 5+ years of trust experience are required.

Qualifications

• Bachelor’s Degree or paralegal certificate or equivalent trust education.
• 5+ years of experience in trust administration.
• Strong knowledge of estate, gift, GST, and fiduciary income tax.

Responsibilities

• Administer personal trust accounts and estates in line with governing documents.
• Serve as primary relationship manager for onboarded accounts and clients.
• Collaborate with attorneys, CPAs, and caregiving agencies during onboarding and reviews.
• Oversee annual accounting, distributions, and tax filings for trusts.
• Ensure compliance with fiduciary policies and regulatory requirements.

Skills

Trust administration

Client relationship management

Analytical skills

Communication skills

Education

Bachelor’s degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Marquette Bank in Orland Park, IL seeks a Trust Administration Officer to manage personal trust accounts, estates, guardianships, and related fiduciary duties with a focus on accurate document interpretation and proactive client relations.

You will coordinate with attorneys and CPAs, oversee annual reviews, tax filings, and distributions while ensuring compliance with fiduciary policies and regulations. A Bachelor's degree and 5+ years of trust experience are required.