Trust Operations Specialist

4 days ago


Madison, Wisconsin, United States First Business Bank Full time
Trust Operations Officer Role Overview

The Trust Operations Officer is a critical position at First Business Bank, responsible for assisting the Senior Director of Trust Operations & Support in overseeing and completing various processes. This includes new account setup, asset funding, tax processing, maintenance, and other projects. The successful candidate will play a key role in ensuring these key functions are completed efficiently and accurately.

Key Responsibilities:
  • Process Management: Ensure efficient and accurate account setup for clients, verify all required forms and agreements, and address errors and communicate resolutions to higher management. Assist in designing efficient workflows for account opening, minimizing delays and errors. Maintain the DocuSign system and company standards.
  • Maintenance Request Management: Manage and complete SF cases/tickets along with the rest of the processing team. Prioritize tickets based on urgency and complexity and collaborate with the team to ensure all requests are addressed promptly.
  • Procedure Documentation: Regularly review process documentation created for the support staff to ensure it is current and in scope. Share procedures for peer reviews as well as present to the appropriate stakeholders to gather insight and feedback.
  • Project Management: Assist in implementations as directed by the Director. Help identify potential risks that could impact operations, conduct risk assessments, document potential risks, and develop mitigation strategies to minimize their impact. Identify areas for improvement in current processes and propose solutions to streamline processes, reduce waste, and enhance productivity.
Requirements:
  • Bachelor's degree in accounting, finance, business, or a relevant area preferred. Experience will be considered in lieu of education.
  • Minimum experience of 7 years in Trust/Wealth Management Industry.
  • Knowledge of tax form production and asset transfer processes.
  • Strong organizational skills, meticulous attention to detail, and ability to prioritize tasks.
First Business Bank is an Equal Opportunity Employer

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