Strategic Trust Administrator & Client Advisor

gpac; Town of Wrightstown (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

401(k) plan

Job summary

gpac, a strong financial organization, is seeking a dynamic Trust Administrator for a reputable Wisconsin trust department. The role focuses on managing trust accounts, ensuring regulatory compliance, and delivering exceptional client service in a fast-paced environment.

Ideal candidates have 2-5 years of experience in trust administration, solid knowledge of trust laws, and strong organizational and communication skills, with opportunities for growth and leadership within the team.

Qualifications

• 2-5 years of experience as a Trust Administrator or similar field.
• Proven track record with a reputable trust company.
• Strong knowledge of trust laws and regulations.
• Excellent organizational and communication skills.
• Detail-oriented with strong analytical abilities.

Responsibilities

• Administer trust accounts in accordance with legal and company standards
• Conduct regular account reviews and ensure compliance with relevant laws and regulations
• Provide expert advice and support to clients on trust-related matters
• Prepare and maintain accurate documentation and records
• Collaborate with legal, financial, and tax professionals to optimize trust management

Skills

Trust administration experience

Regulatory compliance knowledge

Client service orientation

Attention to detail

Analytical skills

Job description

gpac, a strong financial organization, is seeking a dynamic Trust Administrator for a reputable Wisconsin trust department. The role focuses on managing trust accounts, ensuring regulatory compliance, and delivering exceptional client service in a fast-paced environment.

Ideal candidates have 2-5 years of experience in trust administration, solid knowledge of trust laws, and strong organizational and communication skills, with opportunities for growth and leadership within the team.