Personal Trust Administrative Specialist

Overview

Position Summary: The Person al Trust Administrative Specialist 2 performs administrative duties including greeting customers via telephone calls, in person, or at their home, completing correspondence and reports, document imaging, and handling client requests for Trust Officer’s accounts. This level administers less complex trusts, estates, individual retirement accounts, and agency accounts or tasks without direct supervision of the Trust Officer. As part of our hybrid work from home opportunity guidelines, associates are expected to work 4 days onsite in Omaha, NE with the opportunity of 1 day WFH each week.

Eligibility for this arrangement beginning upon completion of onboarding.

Purpose of Role: Support Trust Officers by performing routine and less complex administrative duties within the Personal Trust Department, ensuring accurate processing and timely service to clients.

• Greet customers via telephone calls, in person, or at their home, and answer routine questions and requests.
• Sort and distribute daily mail, obtain account information related to correspondence, and respond when appropriate.
• Complete correspondence and reports, document imaging, set appointments, and handle client requests for Trust Officer’s accounts.
• Administer less complex trusts, estates, individual retirement accounts, and agency accounts without direct supervision of the Trust Officer.
• Create account files, administer accounts as they are opened and closed, and utilize Workflows for all new, existing and closing accounts.
• Assist with managing financial needs for clients, including interacting with various businesses and agencies, filing insurance claims, bills and subscriptions, purchases and sales, and other matters that arise.
• Assist with monitoring daily operations of trust accounts with Trust Officers and Investment Officers; monitor asset allocation, respond to tax and investment questions, and handle excess monies and overdrafts through timely buys and sells as necessary.
• Assist with preparing income projections, date of death valuations, Asset Expense Listings (AELs), and other materials required for client meetings and estate & trust settlements.
• Assist with the department’s tax reporting process, including informational tax reporting and fiduciary, individual, estate and gift tax return preparation and compliance.
• Interact closely with the Trust Officer to ensure knowledge of all responsibilities within the Personal Trust Department.
• Assist the Trust Officer with marketing trust services to prospects and professionals.
• Understand and adhere to all bank policies, laws and regulations applicable to the role. Complete compliance training; follow internal processes and controls as required.
• Report all compliance issues and violations of law or regulations in accordance with the steps defined in bank policies.
• Maintain regular and reliable attendance as an essential function of the position.
• Perform other job-related duties or special projects as assigned.

• Minimum of 3-5 years trust administrative experience required. Applicable work experience may substitute.
• 2 year college degree preferred.
• Proficient knowledge in Microsoft Office products and in working with other financial software.
• Valid Nebraska Driver’s license.

• Accurate and detailed
• Effective communicator – Written & verbal
• Customer service oriented
• Organized
• Time efficient
• Self-directed and takes initiative. Ability to work effectively with a multitude of Trust Officers, Investment Officers, COIs and other staff.
• Team Player

Indoor work not exposed to outdoor elements or hazards. Some sedentary work and occasional lifting and/or carrying up to ten pounds. This role is eligible for a hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.