Trust Operations Officer

7 days ago


Madison, Wisconsin, United States First Business Bank Full time

At First Business Bank, we prioritize our people, embodying ambition, experience, and client focus. Our culture is built on a foundation of trust, respect, and open communication.

Job Summary

We are seeking a skilled Trust Operations Officer to join our team. This role will be responsible for ensuring efficient and accurate account setup for clients, verifying required forms and agreements, and maintaining DocuSign system and company standards.

Key Responsibilities
  • Process Management:
    • Develop and implement efficient workflows for account opening.
    • Maintain DocuSign system and company standards.
  • Maintenance Request Management:
    • Manage and complete SF cases/tickets.
    • Prioritize tickets based on urgency and complexity.
  • Procedure Documentation:
    • Review process documentation for support staff.
    • Share procedures for peer reviews.
  • Project Management:
    • Assist in implementations.
    • Identify potential risks and develop mitigation strategies.
    • Identify areas for improvement and propose solutions.
Qualifications
  • Bachelor's degree in accounting, finance, business or relevant area.
  • Minimum 7 years in Trust/Wealth Management Industry.
  • Knowledge of tax form production and asset transfer processes.
  • Strong organizational skills and attention to detail.
Equal Employment Opportunity

First Business Financial Services, Inc. is committed to providing equal employment opportunity to all applicants and employees regardless of their race, creed, color, religion, gender, age, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, transgender status, or any other characteristic protected by federal, state or local law.

We estimate the annual salary for this position to be between $60,000 and $100,000 depending on qualifications and location.



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