Website Talent Strategy

PERSONAL TRUST ADMINISTRATOR – Community Bank in Greater Chicagoland area

In this role, you will be responsible for providing trust, administration and estate services to customers of the Trust and Wealth Management department; while serving as the primary point of contact for clients, beneficiaries, attorneys and other intermediaries.

•Administers an assigned Fiduciary book of business.
•Manages Trust relationships, ensuring that all client objectives are met and are consistent with governing documents, fiduciary administration principals, and legal standards.
•Reviews, approves, and directs disbursement of fiduciary funds according to conditions of the trust and needs of beneficiaries.
•Meets with clients and beneficiaries to review relationships, accounts, discuss their needs, analyze problems, respond to client issues and provide solutions.
•Participates on various committees as assigned, i.e. Trust Administration Committee (TAC), Trust Investment Committee (TIC), and Discretionary Distribution Committee (DDC).
•Conducts regular discussions with clients in regard to Trust Investment Committee recommendations.
•Work with outside attorneys, co-trustees, accountants and other professionals to effectively administer trust accounts in accordance with the terms of each account’s governing document.
•Maintains appropriate contact with customers through mailings, telephone calls, correspondence, and client meetings.
•Prepares payment instructions and supervises input requests for payments and transfers.

Required Skills:
•Must be able to work at a pace that ensures that established deadlines are met.
•Analytical and proactive problem solving skills, time management skills, organizational skills, and attention to detail.
•Ability to work independently and apply sound judgment.
•Knowledge of trust, tax, fiduciary law and federal regulations.
•Highly motivated, focused and goal-oriented .
•Demonstrated experience with Trust Portal/TrustRite or other accounting system.
•Must be organized and a self-starter.
•Exhibits intellectual curiosity and analytical skills in areas of moderate complexity.

•4 or more years of experience in trusts, estates and trust administration.
•Experience in trust administration, estate planning/administration or trust services preferred.
•Bachelor’s degree preferred
•Strong interpersonal, communication (written and oral), organizational and analytical skills are essential.
•Experience with Microsoft Office products, particularly Excel and Word

***Position must in the office 5 days a week***

Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!