Trust Administrator II

Capital First Trust Company•Milwaukee, WI

16h•Onsite

About The Position

Trust Administrator II Provide day-to-day administrative support for all trust administration aspects under the Trust Officers' guidance and direction. This position is 100% in the office. Role Responsibilities Proficiently carry out the responsibilities of a Trust Administrator I. Provide support and backup – to other teams (i.e., Case Management, Wealth Management, Settlement, Pooled Trusts, and South Dakota operations.) Process transactions for annuities and other manually maintained assets. Maintain the accurate value of annuities and other manually maintained assets. Manage a collection of insurance statements and review policies through life insurance vendor. Manage PAL files that require plug-ins for access. Assist with maintaining True Link accounts by opening and closing cards and providing reports monitoring usage risk. Assist with establishing new brokerage accounts, data feeds, online access, and updating authorized signer information with investment advisors. Serve on a committee or support committee initiatives. Support new and developing Trust Administrators by providing training. Prepare reports and books for Board. Manage changeover of TO mailings and software updates. Understanding the trust accounting reporting system and assisting with developing reports as needed.

Requirements

High school diploma or GED equivalent.
Experience working in the financial services industry or trust administration.
Administrative experience in an office setting preferred.
Professional appearance.
Use professional oral and written skills to project a positive image of the Company.
Always interact professionally with clients and associates.
Possess excellent verbal, written and interpersonal communication skills.
Be aware of and follow company policies for electronic communications and internet use.
Display proficiency using standard office equipment such as a computer, fax, photocopier, scanner, telephone, etc.
Proficiency using Microsoft Office Suite of applications.
Ability to understand/learn basic fiduciary and trust administration concepts.
Understands and follows company policies regarding information security including password and multi-factor authentication.
Good time management skills.
Ability to balance competing priorities with little direction.
Regularly update client interactions in CRM database.
Work as a competent member of the team, willingly providing back-up support for co-workers when appropriate and actively supporting group goals.
Demonstrate basic knowledge of the business and the Company.
Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
Swiftly refer problems/issues to the appropriate person(s) when necessary.
Able to identify common attempts at information security scams, like email phishing.

Nice To Haves

Bachelor's degree highly desired.
Experience working in investments a plus.
Bilingual in English / Spanish preferred.

Responsibilities

Provide day-to-day administrative support for all trust administration aspects under the Trust Officers' guidance and direction.
Proficiently carry out the responsibilities of a Trust Administrator I.
Provide support and backup – to other teams (i.e., Case Management, Wealth Management, Settlement, Pooled Trusts, and South Dakota operations.)
Process transactions for annuities and other manually maintained assets.
Maintain the accurate value of annuities and other manually maintained assets.
Manage a collection of insurance statements and review policies through life insurance vendor.
Manage PAL files that require plug-ins for access.
Assist with maintaining True Link accounts by opening and closing cards and providing reports monitoring usage risk.
Assist with establishing new brokerage accounts, data feeds, online access, and updating authorized signer information with investment advisors.
Serve on a committee or support committee initiatives.
Support new and developing Trust Administrators by providing training.
Prepare reports and books for Board.
Manage changeover of TO mailings and software updates.
Understanding the trust accounting reporting system and assisting with developing reports as needed.