Trust Operations Specialist – Client Onboarding & Admin

Express Employment Professionals - Cincinnati East; Neenah (WI); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

Weekly paychecks

Vision Insurance

Medical Plan

Dental Plan

401(K) Retirement Savings Plan

Life Insurance

Referral Bonuses

Job summary

Express Employment Professionals is seeking an associate to assist in the daily administration of trust accounts, estates, and corporate trusts in our Neenah, WI area. You will help open/close client accounts, coordinate onboarding, and ensure regulatory compliance.

The role requires 1–3 years in financial services and a related degree, with strong attention to detail and excellent communication skills. Competitive benefits and weekly paychecks are offered.

Qualifications

• Bachelor's degree required in a related field or equivalent experience.
• 1–3 years in banking, trust operations, accounting, or financial services.
• Proficiency with Microsoft Office applications (Excel, Word, Outlook, Teams).
• Knowledge of trust administration, estate services, or financial services preferred.

Responsibilities

• Assist Trust Officers and staff with daily administration of personal, estate, and corporate trust accounts.
• Open/close client accounts with accurate, complete documentation compliant with audits and regulatory requirements.
• Coordinate onboarding and closing of accounts, including asset transfers and cash distributions.
• Monitor account activity and assist with post-closing tasks, tax reporting, and trailing income tracking.

Skills

Attention to detail

Organizational skills

Communication skills

Analytical thinking

Time management

Education

Bachelor's degree in Finance/Accounting/Legal Studies/Business

Associate's degree + related trust ops experience

Tools

Microsoft Office

Trust accounting systems

Job description

Express Employment Professionals is seeking an associate to assist in the daily administration of trust accounts, estates, and corporate trusts in our Neenah, WI area. You will help open/close client accounts, coordinate onboarding, and ensure regulatory compliance.

The role requires 1–3 years in financial services and a related degree, with strong attention to detail and excellent communication skills. Competitive benefits and weekly paychecks are offered.