Administrator I, Personal Trust, South Bend, IN

1st Source•South Bend, IN

7d•Onsite

About The Position

Responsible for the administration of accounts, involving one of the following areas: trusts, estates or agencies; represents the company in business activities and contacts with customers, attorneys, and beneficiaries relating to these accounts.

Requirements

Good PC skills--proficiency in Word and Excel essential.
Ability to be proactive, take initiative, and carefully monitor, follow through, and complete every project/responsibility.
Good written and verbal communications skills.
Highly motivated.
Professional demeanor.
Analytical and problem-solving skills with attention to detail.
Good relationship management skills.

Nice To Haves

Two (2) to three (3) years trust experience preferred.
Bachelor‘s Degree preferred.

Responsibilities

Sets up estates, trusts, agency accounts and guardianships as assigned, typically those with routine administrative problems.
Studies nominating instruments to determine terms, responsibilities and duties of the company.
Carries out initial processing, such as preparing records, making payments for expenses, compiling inventories, and obtaining releases of assets.
Administers assigned accounts in accordance with terms specified in trust instrument.
Maintains contacts with customers to discuss and advise on problems, explain terms and specifications of the will and/or trust, and to arrange for payments acceptable under the terms of the trust.
Recommends to senior officers the position the company should take on questions of a non-routine nature.
Controls and oversees the maintenance of related records and files.
Develops new business and confers with potential customers.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and complies with the requirements.