Trust Administrator

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

A strong financial organization is actively seeking a dynamic and experienced Trust Administrator to join its team. The ideal Trust Administrator will have 2-5 years of experience working with a reputable trust department or company. This role involves managing trust accounts, ensuring compliance with regulations, and providing exceptional client service. This is a great opportunity for the right Trust Administrator to continue to grow their career.

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

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

Benefits

• Competitive compensation package
• Great benefits package including: generous PTO, health, dental, vision, automatic 401(k) % contribution
• Opportunity for advancement and leadership roles

If you are a proactive trust administrator with strong problem-solving skills, excellent communication, and meticulous attention to detail, we invite you to apply for this exciting opportunity to contribute to the growth and success of a strong trust company.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.