Personal Trust Administrative Coordinator

1 week ago

Omaha, Nebraska, United States Union Bank & Trust Company Full time
Job Overview

Position Summary: The Personal Trust Administrative Coordinator is responsible for executing administrative functions that involve direct interaction with clients through various communication channels, including phone, email, and in-person meetings. This role entails managing correspondence and documentation, as well as addressing client inquiries for designated accounts under the guidance of Trust Officers. This position carries significant responsibility and operates independently on most trust, estate, IRA, and agency account tasks without direct oversight from Trust Officers.

____________________________________________________________________________

Key Responsibilities:

  • Engage effectively with clients at all levels through multiple communication methods, providing answers and fulfilling requests while discerning when to escalate issues to Trust Officers.
  • Manage the sorting, distribution, and processing of daily correspondence, including bills and requests, ensuring timely and accurate electronic filing of documents.
  • Independently draft professional correspondence and reports, addressing the majority of client inquiries for assigned accounts as directed by Trust Officers.
  • Administer a range of trusts, estates, individual retirement accounts, and agency accounts with minimal supervision.
  • Establish and maintain account files, overseeing the lifecycle of accounts from initiation to closure, and utilizing Workflows for all account activities.
  • Support clients in managing their financial needs, which may involve liaising with various businesses and agencies, and assisting with claims, payments, and other financial matters.
  • Monitor the daily operations of trust accounts in collaboration with Trust Officers and Investment Officers, ensuring proper asset allocation and addressing any financial discrepancies.
  • Prepare essential financial documents, including income projections and asset valuations, to facilitate client meetings and estate settlements.
  • Assist in the department's tax reporting processes, which encompass informational tax reporting and the preparation of various tax returns.
  • Collaborate closely with Trust Officers to ensure comprehensive understanding of responsibilities within the Personal Trust Department.
  • Support Trust Officers in promoting trust services to potential clients and professional partners.
  • Adhere to all applicable bank policies, laws, and regulations, completing necessary compliance training and following internal controls.
  • Report any compliance issues or regulatory violations in accordance with established bank protocols.
  • Maintain regular and reliable attendance as a fundamental aspect of this role.
  • Perform additional job-related duties or special projects as assigned.

Qualifications:

  • A minimum of 7-10 years of experience in trust administration, paralegal work, or a related field is preferred.
  • A college degree (2-4 years) is preferred.
  • Proficient in Microsoft Office and familiar with financial software.
  • A valid driver's license is required.

Preferred Skills:

  • Detail-oriented and accurate.
  • Strong written and verbal communication skills.
  • Ability to promote the bank's customer service ethos positively.
  • Highly organized with effective prioritization skills.
  • Self-motivated and proactive, capable of collaborating with various stakeholders.
  • A team-oriented mindset.

Work Environment:

This position involves indoor work with minimal exposure to outdoor elements. It may require some sedentary tasks and occasional lifting of up to ten pounds. The role offers a hybrid work-from-home opportunity following the completion of onboarding.

PLEASE REVIEW THE APPLICANT TERMS & CONDITIONS PRIOR TO SUBMITTING YOUR APPLICATION.

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