Trust Administrative Specialist II - Client & Account Services

Union Bank & Trust; Lincoln (NE); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Union Bank & Trust in Lincoln, NE seeks a Personal Trust Administrative Specialist 2 to handle trust admin tasks, greet clients, prepare reports, and support Trust Officers. The role covers less complex trusts, estates and IRAs, with hybrid work after onboarding.

We value accuracy, customer service orientation, organization, and ability to work with multiple Trust Officers and staff. Proficiency in MS Office and financial software is preferred.

Qualifications

• 3–5 years trust administrative experience or equivalent.
• 2-year college degree preferred.
• Proficient knowledge of Microsoft Office products and financial software.

Responsibilities

• Greet customers via phone, in person, or at home and answer routine questions.
• Sort and distribute daily mail, obtain account information, and respond as needed.
• Complete correspondence and reports, document imaging, set appointments, and handle requests.
• Administer less complex trusts, estates, IRAs, and agency accounts without supervision.
• Create account files, administer accounts, and use Workflows for new/existing/closing accounts.
• Assist with client financial needs, including interactions with businesses and agencies.
• Monitor daily trust account operations, asset allocation, and tax questions; manage excess funds.
• Prepare income projections, date of death valuations, AELs, and materials for meetings.
• Assist with tax reporting processes and compliance for fiduciary, estate, and gift taxes.
• Collaborate with Trust Officers to ensure understanding of responsibilities.
• Support marketing of trust services to prospects and professionals.
• Adhere to bank policies, complete compliance training, and report issues as required.
• Maintain regular and reliable attendance; perform other duties as assigned.

Skills

Trust administration experience

Customer service

Attention to detail

Organizational skills

Team collaboration

Education

2-year college degree

Tools

Microsoft Office

Financial software

Job description

Union Bank & Trust in Lincoln, NE seeks a Personal Trust Administrative Specialist 2 to handle trust admin tasks, greet clients, prepare reports, and support Trust Officers. The role covers less complex trusts, estates and IRAs, with hybrid work after onboarding.

We value accuracy, customer service orientation, organization, and ability to work with multiple Trust Officers and staff. Proficiency in MS Office and financial software is preferred.