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Trust Administrator
6 months ago
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Trust Administrator, you will be responsible for effectively administering trust accounts and ongoing client relationships within regulatory guidelines. The Administrator will also collaborate with and periodically perform Trust & Wealth Management Coordinator duties as needed, including opening and closing of accounts, wire transfers, preparing reports, and administrative duties as needed.
Skills & Attributes Needed
The following skills and attributes are needed to be successful in your banking career as a Trust Administrator:
- Strong interpersonal skills
- Excellent communication skills
- Exceptional attention to detail
- Ability to work independently as well as collaboratively as part of a team
- Maintain the highest level of confidentiality and discretion of customer and bank information
- Aptitude and ability to easily learn new technology and software
- Ability to quickly re-establish priorities, responding to the changing needs of the department
- Understanding and application of differences between individual, trust, and IRA accounts
- Working knowledge of trusts, estate planning, and compliance with administering trust accounts
- Exhibit and model a high level of professionalism, tact, sensitivity, and business etiquette
Qualifications
Ideal candidates will possess the following qualifications:
- Bachelor’s degree in business, finance or related field or an equivalent combination of education and experience is required. A master’s degree is also helpful.
- Requires a minimum of 3-5 years progressively responsible work experience in trust administration, investments, legal/estate planning, or related area, preferably in Trust division with a bank.
- Completion of relevant and timely financial industry education, i.e., industry webinars, seminars, and/or related coursework is preferred.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:
- Health, Dental, and Vision Insurance
- Health Savings Account with Employer Contributions
- Short and Long Term Disability
- Employer Paid Life and AD&D Insurance
- Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
- 401(k) with Employer Match & Profit Sharing
- Paid Time Off
- Flexible scheduling & telecommuting options
- Education Assistance Program
- Product & Service Discounts & more
