Trust Clerk jobs in Appleton, WI

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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Trust & Wealth Management Coordinator
  • NEB Corp
  • Fond du Lac, WI FULL_TIME
  •  
     
     

    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 & Wealth Management Coordinator, you will provide effective and efficient support, primarily to the Trust & Wealth Management Officer.  This support will include regulatory and operational responsibilities along with preparation for client-facing meetings. You will also provide daily internal administrative support as needed in alignment with our bank policies and procedures and within regulatory guidelines.

    Skills & Attributes Needed

    The following skills and attributes are needed to be successful in your banking career as a Trust & Wealth Management Coordinator:

    • Strong attention to detail
    • Interpersonal skills
    • Excellent communication skills
    • Work independently as well as collaboratively as part of a team
    • Aptitude and ability to easily learn new technology and software including proficiency in Microsoft Outlook, Excel, Word and Adobe Pro
    • Willingness to learn new processes and procedures with ability to identify and recommend efficiencies
    • Ability to work under high stress levels with frequent interruptions and with tight and often changing deadlines
    • Maintain the highest level of confidentiality and discretion of customer and bank information
    • Exhibit and model a high level of professionalism, tact, sensitivity, and business etiquette to internal and external contacts and clients.

     Qualifications

    Ideal candidates will possess the following qualifications:

    • Requires some post-secondary education or training in Business or related field, or an equivalent of work experience in a business setting.
    • Prior experience with investment management software and/or trust accounting software is helpful.
    • Previous experience in banking, finance or trust/estate administration is preferred.

    Benefits Offered

    National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:

    • Health, Dental, and Vision Insurance
    • Health Savings Account with Employer Contributions
    • Short and Long Term Disability
    • Employer Paid Life and AD&D Insurance
    • Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
    • 401(k) with Employer Match & Profit Sharing
    • Paid Time Off
    • Flexible scheduling 
    • Education Assistance Program
    • Product & Service Discounts & more!
  • 19 Days Ago

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IT Support Intern
  • National Exchange Bank & Trust
  • Fond du lac, WI INTERN
  • 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 b...
  • 24 Days Ago

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Customer Service Representative
  • National Exchange Bank & Trust
  • Brandon, WI FULL_TIME
  • 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 b...
  • 4 Days Ago

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Commercial Loan Officer
  • National Exchange Bank & Trust
  • Fond du lac, WI FULL_TIME
  • 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 b...
  • 5 Days Ago

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Loan Input Processor
  • National Exchange Bank & Trust
  • Fond du lac, WI FULL_TIME
  • 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 b...
  • 5 Days Ago

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Summer Customer Service Representative
  • National Exchange Bank & Trust
  • Fond du lac, WI FULL_TIME
  • 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 b...
  • 26 Days Ago

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0 Trust Clerk jobs found in Appleton, WI area

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Administrative Assistant II
  • Brunswick Corp.
  • Fond Du Lac, WI
  • Are you ready for what's next? Come explore opportunities within Brunswick, a global marine leader committed to challeng...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Mayville Engineering Company, Inc.
  • Fond Du Lac, WI
  • Overview: Supports the Engineering team in the maintenance of documentation, records, and data within the department and...
  • 3/28/2024 12:00:00 AM

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Warehouse Office Clerk
  • SEEK Careers Staffing
  • Green Bay, WI
  • Job Description Job Description Warehouse/Dock Office Clerk Are you looking for a stable Monday through Friday position ...
  • 3/27/2024 12:00:00 AM

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Administrative Assistant
  • Hyatt Regency Green Bay
  • Green Bay, WI
  • Hyatt Regency Green Bay is seeking a Administrative Assistant for our Sales Department. Did you know we are located in t...
  • 3/27/2024 12:00:00 AM

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Office Assistant Administrative Assistant
  • Technology Architects, Inc
  • Green Bay, WI
  • Job Description Job Description An Office Assistant is responsible for handling clerical tasks within our office environ...
  • 3/27/2024 12:00:00 AM

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Body Shop Administrative Assistant
  • Bergstrom Automotive
  • Manitowoc, WI
  • Body Shop Administrative Assistant Bergstrom of Body Shop of Manitowoc (Grand Ave.) DRIVE YOUR CAREER FORWARD AT BERGSTR...
  • 3/27/2024 12:00:00 AM

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Administrative Assistant - Work From Home>
  • Rob Levine Law
  • Menasha, WI
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / Competitive Pay - As an Administrative Assistant you'll: Act as t...
  • 3/27/2024 12:00:00 AM

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Administrative Support (26453)
  • Dahl Consulting
  • Green Bay, WI
  • Job Description Job Description Title: Administrative Support Wage: $18/hr W2 Contract: 3 months Location: Green Bay, WI...
  • 3/24/2024 12:00:00 AM

Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$34,531 to $41,221
Appleton, Wisconsin area prices
were up 1.3% from a year ago

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