Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Trust Administrator, you will be responsible for effectively administering trust accounts and ongoing client relationships within regulatory guidelines. The Administrator will also collaborate with and periodically perform Trust & Wealth Management Coordinator duties as needed, including opening and closing of accounts, wire transfers, preparing reports, and administrative duties as needed.
Skills & Attributes Needed
The following skills and attributes are needed to be successful in your banking career as a Trust Administrator:
Qualifications
Ideal candidates will possess the following qualifications:
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:
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