Manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. Typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work.
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Why NEBAT. Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringi...
Why NEBAT. Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringi...
POSITION SUMMARY. This role will serve as the primary point of contact Trust Company and the role will be responsible for advising on regulatory compliance matters, ensuring the trust company is appropriately implemented and to generally promote a strong compliance culture. The role will report to the Board of Directors, this position is a management and compliance position. REQUIRED EDUCATION, EXPERIENCE AND SKILLS. Bachelor’s degree or equivale...
Why NEBAT. Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringi...
Administers accounts where the Company acts in the capacity of personal representative of an estate, trustee under will or inter vivos trust agreement, as a court-appointed guardian of the estate, and as an agent under a custody, escrow, safekeeping, or investment management arrangement. . Responsibilities include, but are not limited to. . Where the Company is personal representative of an estate, the assigned trust officer is responsible for th...
REQUIREMENT DETAILS. Job Title: Trust Operations /Trust Administrator. Location: Johnston, RI- ONSITE. Pay Rate: $31/hr on W2. Duration: 6-month contract with extension / conversion to Perm. Hours per Week: 40 hours. Manager’s Notes. Department. Fiduciary trust department (trust officers and associates in a few parts of the country). Why is this role open. A few people having babies for 16 weeks - this is to support trust associates and trust off...
Make banking a Fifth Third better. We connect great people to great opportunities. Are you ready to take the next step. Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION. Serve as administrative support for Senior Trust Advisors in every aspect of servicing their client base to ensure greater client satisfaction, client retention and growth, and compliance with all policies and procedures governing fiduciary relationships. Suppor...
The Trust Administrator will perform specialized administrative support within the Trust Department along with performing back up duties to the Trust Administrative Officer. The job functions include. Job Duties. Assist in the daily administration of personal trust, investment accounts and custody accounts. Assist with day to day account maintenance and input of client transactional data. Be proactive with clients regarding account activity and s...
Job Description. Summary. Works with trust officers in the administration of trusts. estate settlement, guardianships, individual retirement, investment. agency, and custodial accounts. Performs tasks related to the. operation of the department such as helping to receive and direct. clients, file maintenance, preparation of reports, and assisting. with department events. Ensures compliance with all Bank policies and procedures, as. well as all ap...
