Personal Trust Administrative

Job Description

Apply Job Type Full‑time Description The Person al Trust Administrative Specialist plays a key role in delivering exceptional service to our Personal Trust clients by partnering closely with Trust Officers to support day‑to‑day relationship management.

• Coordinate account opening and funding
• Assist with estate administration and financial power of attorney services
• Ensure client needs are handled accurately and efficiently
• Interact with officers, new and existing clients, and attorneys to facilitate proper opening and funding of accounts
• Join Personal Trust Officers in client and prospect meetings
• Handle non‑discretionary client needs
• Respond to client inquiries in a courteous, tactful, and confidential manner
• Prepare client account reviews for assigned officers
• Prepare client correspondence and supplemental reports for statements as needed
• Assist with administering and closing of estates
• Join Personal Trust Officers on property inspections
• Visit USPS to ensure appropriate forwarding of mail
• Correspond with banks, credit card companies, cable and internet providers, cell phone companies, mortgage lenders, and insurance agents
• Create beneficiary spreadsheets and correspondences
• Coordinate and meet with third‑party vendors such as auctioneers, cleaners, buyers, and sellers
• Inventory assets
• Draft all probate and post‑death settlement paperwork
• Assist in financial power of attorney services and contact institutions holding assets to present legal paperwork for POA inclusion
• Pull in and consolidate assets as appropriate
• Obtain and review copies of bank statements and maintain record‑keeping of bill pay
• Obtain online access to accounts and other assets
• Scan and organize mail, re‑label PDFs, and distribute to clients or vendors
• Answer department phone calls, assess inquiries, and direct calls appropriately
• Provide preliminary support (…details truncated)

Detail‑oriented relationship builders who thrive in a collaborative environment and take pride in providing high‑touch service and dependable team support.

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 are encouraged to apply. Consistent with the State Bank of Cross Plains commitment to employ and advance qualified individuals with disabilities, the Bank provides reasonable accommodation to apply for or perform a job. If an individual needs reasonable accommodations to apply or perform a job here, please contact Human Resources at (608) 849‑2700 or email us.

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