Trust Administrator

Company: State Bank of Cross Plains
Location: Madison
Posted on: January 28, 2023

Job Description:

Do you have a desire to work with high-net-worth clients?Are you a customer driven and team-oriented professional?Do you have a knack for staying organized and working with numbers and spreadsheets?If this describes you, consider joining ourWealth Management teamas aTrust Administrator! In this role, you will support our team, specifically our group of talented Trust Officers. This includes dynamic duties such as assisting with the daily relationship management of accounts, supporting business development efforts, and preparing presentation materials and reports.Interacts with officers, new/existing clients, and attorneys to facilitate proper opening and funding of accountsJoins Trust Officers in client and prospect meetingsResponds to client inquiries in a courteous, tactful and confidential mannerTracks new and current client activitiesPrepares client account reviewsSupports IRA holders with satisfying annual required minimum distributionsAssists with administering and closing of estatesReceives and welcomes all visitors to the Wealth Management DivisionBachelor's degree in Finance, Accounting, Business and/or similar field of education and/or 1-2 years previous work experience in a role requiring a high degree of accuracyWell-developed interpersonal and communication skills (verbal & written) in order to communicate and relate effectively with clients, associates, vendors, etc.Demonstrated ability to be a non-competitive team playerStrong analytical/critical thinking skillsGood accounting/math skills with the ability to work precisely with numbers and financial calculationsStrong attention to detail with the ability to work efficiently & accurately as well as the ability to follow up on pending items in a timely fashionDemonstrated ability in exercising independent judgmentStrong organizational skills, including the ability to prioritize multiple/competing tasks and remain calm while working in a fast paced/deadline driven environmentDemonstrated working knowledge of Microsoft Office Suite, advanced typing/keyboarding skills and the ability and willingness to learn new programs and softwareThis position is a full time position with hours of 8am - 5pm Monday-Friday.The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.Consistent with State Bank of Cross Plains' commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us.

Keywords: State Bank of Cross Plains, Madison , Trust Administrator, Other , Madison, Wisconsin