Assistant Trust Officer
2 weeks ago
Responsibilities:
• Serve as a key point of contact for client distribution inquiries, ensuring a prompt and effective response.
• Oversee the setup of new trust accounts, which includes drafting letters, preparing welcome packets for customers, and handling initial trust distributions.
• Assist with the preparation of court accountings under the guidance of a Trust Officer.
• Compile Trust Committee reports and minutes.
• Manage client-related documentation for account terminations, personal caregiver applications, and other related tasks.
• Support Senior Trust Officers in maintaining existing relationships with clients.
• Oversee the administration of a complex portfolio of personal trust accounts, which may include supporting the administration of pooled trusts.
• Supervise the work of Trust Administrators as part of managing assigned compliance functions.
• Maintain client files through regular filing and updating.
• Assist Trust Officers with the distribution of trust tax returns.
• Provide coverage for Trust Officers as required.• Minimum of 5 years experience in the financial services industry
• Proficiency in ADP - Financial Services
• Familiarity with Banner Ads
• Proficient in using Cisco Webex Meetings for virtual communication
• Experience with Concur for expense management
• Proficient in using CRM systems for customer relationship management
• Familiarity with About Time for effective time management
• Experience in budget processes within the financial services industry
• Strong calendar management skills
• Excellent communication skills, both verbal and written
• Experience in organizing and managing conference calls
• In-depth knowledge of the banking industry
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Trust and Estate Administrator
1 week ago
Milwaukee, Wisconsin, United States Taylor Root Full timeMidsize Law Firm Career OpportunityWe are seeking a highly skilled Trust and Estate Administrator to join our team in Wisconsin.About the Role:The ideal candidate will have a strong background in trust and estate administration, with experience in tax preparation and planning. They will be responsible for providing administrative support to attorneys and...
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Administrative Assistant Trust Services
7 days ago
Milwaukee, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering a long-term contract employment opportunity for an Administrative Assistant - Trust Services in the Financial Services industry, based in Milwaukee, Wisconsin. As an Administrative Assistant in Trust Services, you will be involved in a variety of tasks including data management, document handling, and customer...
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Trust Relationship Manager
1 week ago
Milwaukee, Wisconsin, United States MTC Holding Corporation Full timeJob SummaryWe are seeking a highly skilled Trust Relationship Manager to join our team at Midwest Institutional Trust Company. This is a full-time position based in Wauwatosa, WI.About the RoleThe Trust Relationship Manager will be responsible for managing client relationships, ensuring client satisfaction, and facilitating seamless communication between...
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Officer, Relationship Coordinator
4 days ago
Milwaukee, United States MTC Holding Corporation Full timeJob Details Job Type Full-time Wauwatosa, WI Description The Relationship Coordinator specializes in in providing exceptional service to our institutional trust services clients. In the role, the individual is responsible for managing client relationships, ensuring client satisfactions, and facilitating seamless communication between clients and our internal...
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Officer, Relationship Coordinator
3 days ago
Milwaukee, United States MTC Holding Corporation Full timeJob Details Job Type Full-time Wauwatosa, WI Description The Relationship Coordinator specializes in in providing exceptional service to our institutional trust services clients. In the role, the individual is responsible for managing client relationships, ensuring client satisfactions, and facilitating seamless communication between clients and our internal...
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Regional Business Office Manager
4 weeks ago
Milwaukee, United States Eden Senior Care Full time $70,000 - $82,000Eden Senior Care, founded in 2016, is a growing Healthcare Management company, focused on managing and operating Skilled Nursing, Rehabilitation, and Assisted Living communities in Minnesota, Ohio, Illinois and Wisconsin. Our mission with each community is to support their success by providing strong leadership, corporate support, and the resources and tools...
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Post Office Clerk Assistant
1 week ago
Milwaukee, Wisconsin, United States Randstad North America, Inc. Full timeRandstad North America, Inc. is seeking a skilled Post Office Clerk Assistant to join their team for a 6-week project in Milwaukee.This is a full-time position that requires candidates to work onsite, ensuring the successful completion of tasks within the given timeframe.The estimated salary for this role is $15.00 per hour, reflecting the value placed on...
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Mobile Security Officer
1 month ago
Milwaukee, United States Securitas Full timeJob Description Schedules: Thursday, Friday and Saturday 9pm-7am and then Tuesday 9pm-7am Starting Wage: $18.00 This is a Mobile Patrol Officer position that may require you to respond to alarms, perform perimeter/building patrols, emergency response, transient relocation, de-escalation, and other duties performed across multiple locations throughout the...
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Mobile Security Officer
1 month ago
Milwaukee, United States Securitas Full timeSchedules: Thursday, Friday and Saturday 9pm-7am and then Tuesday 9pm-7am Starting Wage: $18.00 This is a Mobile Patrol Officer position that may require you to respond to alarms, perform perimeter/building patrols, emergency response, transient relocation, de-escalation, and other duties performed across multiple locations throughout the area. Driving for...
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Administrative Assistant Office Manager
1 day ago
Milwaukee, United States LHH Full timeThe ideal candidate will provide top-level assistance for high level executives. They should be well-organized and be comfortable scheduling meetings and responding to emails on the executive's behalf. Lastly, this individual should be able to draft documents and help the executive with any necessary meeting preparations. Responsibilities Calendar...
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Administrative Assistant Office Manager
1 day ago
Milwaukee, United States LHH Full timeThe ideal candidate will provide top-level assistance for high level executives. They should be well-organized and be comfortable scheduling meetings and responding to emails on the executive's behalf. Lastly, this individual should be able to draft documents and help the executive with any necessary meeting preparations. Responsibilities Calendar...
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Law Firm Administrative Assistant
6 days ago
Milwaukee, Wisconsin, United States Moertl, Wilkins & Campbell, S.C. Full timeMoertl, Wilkins & Campbell, S.C. is a dynamic and experienced law firm seeking an administrative assistant with at least 5 years of experience in a fast-paced law office setting.The successful candidate will have a proven track record of excellent interpersonal skills, document management skills, accuracy, discretion, and ability to handle confidential...
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Legal Assistant
3 weeks ago
Milwaukee, United States LHH Recruitment Solutions Full timeAre you a detail-oriented legal professional with a passion for estate planning?LHH Recruitment Solutions is seeking a talented Paralegal/Legal Assistant for Wills, Trusts, and Estates to join our client's dynamic team at a prestigious law firm in Milwaukee. This is a unique opportunity to work alongside experienced attorneys and handle diverse legal...
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Legal Assistant
1 month ago
Milwaukee, United States LHH Recruitment Solutions Full timeJob DescriptionJob DescriptionAre you a detail-oriented legal professional with a passion for estate planning?LHH Recruitment Solutions is seeking a talented Paralegal/Legal Assistant for Wills, Trusts, and Estates to join our client's dynamic team at a prestigious law firm in Milwaukee. This is a unique opportunity to work alongside experienced...
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Office Manager
3 weeks ago
Milwaukee, United States Cutting Edge Fabrication Full timeCutting Edge Fabrication is a leading metal fabrication company producing medium to large-complex metal weldments for various industries utilizing the following equipment: plasma and oxy-fuel table, 6000-watt laser, up to 750-ton 20-foot break press, sawing, machining, robotic welding, weld positioners, and assembly. Main Responsibilities: The Office...
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Office Manager
1 month ago
milwaukee, United States Smart IT Frame LLC Full timeDear,Greetings from Smart IT Frame, Hope you are doing well!!!Smart IT Frame specializes in enabling you with your most critical line of resources. Whether it’s for permanent staffing, contract staffing, contract-to-hire or executive search, we understand the importance of delivering the most suitable talent; on time and within budget. With our Core focus...
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Office Manager
1 month ago
Milwaukee, United States Cutting Edge Fabrication Full timeCutting Edge Fabrication is a leading metal fabrication company producing medium to large-complex metal weldments for various industries utilizing the following equipment: plasma and oxy-fuel table, 6000-watt laser, up to 750-ton 20-foot break press, sawing, machining, robotic welding, weld positioners, and assembly. Main Responsibilities: The Office...
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Milwaukee, United States Advocate Aurora Health Full timeMajor Responsibilities:Greets patients and visitors in a prompt, courteous, and helpful manner, collects insurance co-payments, and responds to routine requests for information. Schedules and maintains calendar of appointments, meetings, and travel. Office Assistant, Clinical, Sports, Health, Office, Assistant, Healthcare, Business Services
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Office Manager
23 hours ago
Milwaukee, United States Hope Schools Full timeDescription Job Purpose Under the direction of the School Operations Manager or Director, the Office Manager will operate a welcoming and efficient front desk and will support systematic processes for a growing the school and organization. S/he will contribute to making sure that the school operations and communications are running smoothly. The Office...
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Front Office Manager
1 month ago
Milwaukee, United States Smart IT Frame LLC Full timeDear, Greetings from Smart IT Frame, Hope you are doing well!!! Smart IT Frame specializes in enabling you with your most critical line of resources. Whether it’s for permanent staffing, contract staffing, contract-to-hire or executive search, we understand the importance of delivering the most suitable talent; on time and within budget. With our Core...