Union Bank & Trust
Personal Trust Administrative Specialist 3
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Position Summary:
The Personal Trust Administrative Specialist 3 performs administrative duties including working with customers via phone, e‑mail, in person, or at their home, completing correspondence and reports, and handling client requests for assigned accounts with and as requested by Trust Officers. This level of position has a high level of responsibility and independently administers tasks for all but the most complex trusts, estates, IRAs, and agency accounts without direct supervision of Trust Officers. 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 begins upon completion of onboarding.
Essential Functions
Ability to work with all levels of customers via phone, e‑mail, in person, or at their home, and answer and/or complete a majority of questions and requests. Critical thinking and knowing when to involve Trust Officers is essential.
Sort, distribute, and process daily mail, including bills, request responses, and forms, while determining when Trust Officer input is necessary. Accurate and timely imaging and maintaining electronic files are also important.
Independently and professionally draft correspondence and reports, and handle a majority of client requests for assigned accounts and Trust Officer requests.
Administer all but the most complex trusts, estates, individual retirement accounts, and agency accounts or tasks without direct supervision of Trust Officers.
Create account files, administer accounts as they are opened and closed, and utilize Workflows for all new, existing, and closing accounts.
Assist with managing clients’ financial needs, including interacting with businesses and agencies, filing insurance claims, bills & subscriptions, purchases & sales, and other matters that arise.
Monitor daily operations of trust accounts while working with the Trust Officers and Investment Officers. Assist with monitoring proper asset allocation, respond to customers’ tax and investment questions, and handle excess monies and overdrafts through timely buys and sells.
Prepare necessary income projections, date of death valuations, Asset Expense Listings (AELs), and other material 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 Trust Officers concerning trust accounts to ensure knowledge of all responsibilities within the Personal Trust Department.
Assist Trust Officers 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 and follow internal processes and controls as required.
Report all compliance issues, violations of law, or regulations in accordance with the steps defined in bank policies.
Maintain regular and reliable attendance, an essential function of this position.
Perform other job‑related duties or special projects as assigned.
Qualifications
Minimum of 7‑10 years trust administrative experience, paralegal experience, or equivalent preferred.
2‑4 year college degree preferred.
Proficient knowledge in Microsoft Office products and other financial software.
Valid Nebraska Driver’s license.
Preferred Talents
Accurate and detailed.
Effective communicator – written and verbal.
Positively promotes the bank’s customer service philosophy.
Organized.
Ability to prioritize and provide effective follow‑through.
Self‑directed and takes initiative; works effectively with a multitude of Trust Officers, Investment Officers, COIs, and other staff.
Team player.
Working Environment 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 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.
Referrals increase your chances of interviewing at Union Bank & Trust by 2x.
Get notified about new Trust Specialist jobs in Omaha, NE.
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Position Summary:
The Personal Trust Administrative Specialist 3 performs administrative duties including working with customers via phone, e‑mail, in person, or at their home, completing correspondence and reports, and handling client requests for assigned accounts with and as requested by Trust Officers. This level of position has a high level of responsibility and independently administers tasks for all but the most complex trusts, estates, IRAs, and agency accounts without direct supervision of Trust Officers. 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 begins upon completion of onboarding.
Essential Functions
Ability to work with all levels of customers via phone, e‑mail, in person, or at their home, and answer and/or complete a majority of questions and requests. Critical thinking and knowing when to involve Trust Officers is essential.
Sort, distribute, and process daily mail, including bills, request responses, and forms, while determining when Trust Officer input is necessary. Accurate and timely imaging and maintaining electronic files are also important.
Independently and professionally draft correspondence and reports, and handle a majority of client requests for assigned accounts and Trust Officer requests.
Administer all but the most complex trusts, estates, individual retirement accounts, and agency accounts or tasks without direct supervision of Trust Officers.
Create account files, administer accounts as they are opened and closed, and utilize Workflows for all new, existing, and closing accounts.
Assist with managing clients’ financial needs, including interacting with businesses and agencies, filing insurance claims, bills & subscriptions, purchases & sales, and other matters that arise.
Monitor daily operations of trust accounts while working with the Trust Officers and Investment Officers. Assist with monitoring proper asset allocation, respond to customers’ tax and investment questions, and handle excess monies and overdrafts through timely buys and sells.
Prepare necessary income projections, date of death valuations, Asset Expense Listings (AELs), and other material 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 Trust Officers concerning trust accounts to ensure knowledge of all responsibilities within the Personal Trust Department.
Assist Trust Officers 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 and follow internal processes and controls as required.
Report all compliance issues, violations of law, or regulations in accordance with the steps defined in bank policies.
Maintain regular and reliable attendance, an essential function of this position.
Perform other job‑related duties or special projects as assigned.
Qualifications
Minimum of 7‑10 years trust administrative experience, paralegal experience, or equivalent preferred.
2‑4 year college degree preferred.
Proficient knowledge in Microsoft Office products and other financial software.
Valid Nebraska Driver’s license.
Preferred Talents
Accurate and detailed.
Effective communicator – written and verbal.
Positively promotes the bank’s customer service philosophy.
Organized.
Ability to prioritize and provide effective follow‑through.
Self‑directed and takes initiative; works effectively with a multitude of Trust Officers, Investment Officers, COIs, and other staff.
Team player.
Working Environment 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 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.
Referrals increase your chances of interviewing at Union Bank & Trust by 2x.
Get notified about new Trust Specialist jobs in Omaha, NE.
#J-18808-Ljbffr