Trust Administration Assistant jobs in Wisconsin
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
- Drach Elder Law Center
-
Wausau, WI
FULL_TIME
-
Highly respected Elder Law Firm is seeking applicants for the role of Trust Administration/Probate Assistant. This experienced paralegal or office assistant will interact closely with the attorney and clients to identify assets that will be transferred into the clients’ trusts. The role includes contacting clients’ financial institutions, investment sources, life insurance companies, pension plans, etc., and managing those transfers. This individual will interact with the County Circuit Courts, prepare probate pleadings for opening and closing estates, gather asset information, and obtain valuations for inventory and tax returns. This is a full-time position; part-time will be considered. Salary will be commensurate with experience.
Required Experience:
Minimum of a high school diploma.
Microsoft Office: 1 Year
Microsoft Excel: 1 Year
Job Type: Full-time
Schedule:
- 8 hour shift
- Monday to Friday
Travel requirement:
- No travel
Education:
- High school or equivalent (Preferred)
Experience:
- Microsoft Office: 1 year (Preferred)
- Office: 1 year (Preferred)
- Computer skills: 1 year (Preferred)
- Excel: 1 year (Preferred)
Work Location: In person
- 16 Days Ago
- Fiduciary Partners Trust Company
-
Brookfield, WI
FULL_TIME
- At Fiduciary Partners Trust Company, we believe that clients in need of independent trustee services are best served when their trustee is truly independent. At Fiduciary Partners we do not provide in...
- 14 Days Ago
- Associated Bank - Corp
-
Milwaukee, WI
FULL_TIME
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your grow...
- 16 Days Ago
- Capital First Trust Company
-
Milwaukee, WI
FULL_TIME
- The Trust Officer is responsible for the day-to-day management and administration for a variety of trust accounts, which may include Settlement, Special Needs, SAM Trusts, Directed Trusts and court su...
- 3 Days Ago
- National Exchange Bank & Trust
-
Fond du Lac, WI
FULL_TIME
- 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 b...
- 9 Days Ago
- Wi Pere Trust
-
De Pere, WI
FULL_TIME
- Job SummaryBe Fit. Inspire Others. Change Lives.The assistant manager at Anytime Fitness is a passionate individual who seeks to help members and guests improve their lives through health and fitness....
- 1 Day Ago
Trust Administration Assistant jobs at Popular Companies
- Johnson Controls International
-
Metairie, LA
- Unleash your potential with the Johnson Controls team! As a global leader in smart, healthy, and sustainable buildings, ...
- 6/2/2024 12:00:00 AM
- Manpower
-
Cairo, IL
- Job Title: Admin Assistant Location: Cairo, IL 40hr per week Starting pay $17 per hour Exhibit Professionalism, Confiden...
- 5/30/2024 12:00:00 AM
- CF Industries Employee Services LLC
-
Sergeant Bluff, IA
- At CF Industries, our mission is to provide clean energy to feed and fuel the world sustainably. Our employees are focus...
- 5/29/2024 12:00:00 AM
- DION GENERATOR SOLUTIONS INC
-
Miami, FL
- Job Description Job Description Answer phones and route them accordingly Answer general inquiries from potential custome...
- 5/29/2024 12:00:00 AM
- Innovative Renal Care
-
Hammond, IN
- Administrative Assistant Our Administrative Assistant's (AA) execute administrative assignments of a confidential nature...
- 5/20/2024 12:00:00 AM
- Innovative Renal Care
-
Wakefield, RI
- Administrative Assistant Our Administrative Assistant's (AA) execute administrative assignments of a confidential nature...
- 5/17/2024 12:00:00 AM
- Securitas Inc.
-
Spokane, WA
- Administrative Support Specialist - Now Hiring! Location: Spokane Valley, WA Starting Pay: $18.00-$20.00/hour Schedule: ...
- 5/9/2024 12:00:00 AM
- Securitas Inc.
-
Spokane Valley, WA
- Administrative Support Specialist - Now Hiring! Location: Spokane Valley, WA Starting Pay: $18.00-$20.00/hour Schedule: ...
- 5/9/2024 12:00:00 AM