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Trust Administrator
Trust AdministratorCapital First Trust Company • Milwaukee, WI, US
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Trust Administrator

Trust Administrator

Capital First Trust Company • Milwaukee, WI, US
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Job Description

Job Description

Trust Administrator

Provides day-to-day administrative support for all aspects of trust administration under the guidance and direction of the Trust Officers. This position is 100% in the office.

Role Responsibilities

  • Assist Trust Officers in all aspects of trust administration as directed by the Trust Officer, including, but not limited to :

Prompt response to client distribution requests.

Processing distributions of cash and assets on trust accounting system.

  • Request cash from SMAs and follow up on requests when needed.
  • Answer incoming calls and route them to the appropriate individuals as a backup to the front desk receptionist.
  • Process incoming check deposits for trust accounts.
  • Provide administrative assistance for trust tax return preparation.

    • Scan and send relevant tax-related information to an outsourced tax accounting firm.

  • Track the status of annual trust tax return completion.
  • Complete necessary filing and maintain client files.
  • Manage outgoing office mail and other shipping.
  • Preparation of client-related documentation for account terminations, personal caregiver applications, etc.
  • Provide support for administrative account reviews (annual and 90 days).
  • Provide support on pooled trusts.
  • Provide coverage for Trust Officers after demonstrating the capability to assume such responsibility.
  • Data entry of trust transactions that cannot be imported from outside custodians.
  • Re-register assets - LLPs / LLCs.
  • Notary

    • Competencies

    Communication Skills

  • 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.

    • Computer / Technical Skills / Subject Matter Expertise

  • 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.

    • Organization

  • Good time management skills.
  • Ability to balance competing priorities with little direction.
  • Regularly update client interactions in CRM database.

    • Judgment

  • 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.

    • Role Qualifications

  • High school diploma or GED equivalent.
  • Bachelor's degree highly desired.
  • Experience working in the financial services industry or trust administration.
  • Administrative experience in an office setting preferred.
  • Bilingual in English / Spanish preferred.
  • Professional appearance.

    • Job location - Milwaukee, WI

    Benefits - 100% Employer paid Health / Dental / Life / LTD for individual employee, 401(k) plan with 4% match, voluntary Short-Term Disability, Employer paid off-street parking, opportunities for advancement.

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    Trust Administrator • Milwaukee, WI, US

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