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