Trust Clerk jobs in Wisconsin

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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Trust Officer II
  • Arden Trust Company
  • Milwaukee, WI FULL_TIME
  • Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. As a professional trustee, we offer a depth of experience, technology and resources to handle trusts effectively. Our approach is rooted in fostering a meaningful partnership with the family’s wealth management advisor to create a seamless trust experience. Together, we provide families with a holistic approach and specialized expertise, giving them peace of mind in every aspect of their financial lives.

    The Trust Officer II is an Intermediate-level role with excellent knowledge of the field with strong leadership skills. Oversees account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors in support of Trust business objectives.

    ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

    • Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise.
    • Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division.
    • Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
    • Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.
    • Establishes and assures adherence to budgets, schedules, work plans and performance requirements.
    • Establishes operational objectives and work plans, and delegates assignments to subordinates.
    • Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business.
    • Performs account administration functions according to internal policies and procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.
    • Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews.
    • Assists in training and developing trust administrator to confirm familiarity with accounts, processes, policies and procedures.
    • Communicates and works effectively with all professional partners and co-workers.
    • Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business.
    • Other related duties assigned as needed.
    KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities:

    • A good-working knowledge of all types of Fiduciary relationships.
    • Strong interpersonal and effective communication skills.
    • Strong organizational skills and aptitude for detail.
    • Teamwork and leadership orientation.
    • Ability to easily adapt to changing work environment.
    • CTFA (Certified Trust Financial Advisor) designation a plus.
    SUPERVISORY RESPONSIBLITIES: None

    EDUCATION AND/OR EXPERIENCE:
    • Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
    • 3 year’s Trust Officer experience
    CERTIFICATES, LICENSES, REGISTRATION: None

    BENEFITS:
    Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

    DISCLOSURE:
    By applying to a job at Arden Trust Company ( a subsidiary of Kestra Financial, Inc.), you are agreeing to the following statements:
    • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
    • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
  • 23 Days Ago

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Regional Trust Manager I - Now Hiring
  • Arden Trust Company
  • Milwaukee, WI FULL_TIME
  • Job DescriptionArden Trust Company has a tradition of providing personal trust services both directly to beneficiaries and in partnership with financial advisors and other trustees. We have 25 years’ ...
  • 11 Days Ago

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TRUST OFFICER
  • Nicolet National Bank
  • GREEN BAY, WI FULL_TIME
  • At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we d...
  • 19 Days Ago

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Trust & Wealth Management Coordinator
  • NEB Corp
  • 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...
  • 19 Days Ago

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Client Trust Accounting Specialist
  • Broadstep Behavioral Health,Inc
  • Milwaukee, WI FULL_TIME
  • COMPANY BACKGROUND:Broadstep Behavioral Health, Inc. (“Broadstep”) f/k/a Phoenix Care Systems, Inc., is the parent company of Broadstep Academy, Inc. and Broadstep Pharmacy. Broadstep has been a leade...
  • 10 Days Ago

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TRUST ADMINISTRATIVE ASSISTANT
  • Nicolet National Bank
  • GREEN BAY, WI FULL_TIME
  • At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we d...
  • 15 Days Ago

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Administrative Support Clerk
  • Tri-Starr Talent
  • San Antonio, TX
  • Job Description Job Description Representing the seventh-largest city in America, this organization is the heart that ke...
  • 3/29/2024 12:00:00 AM

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Office Clerk
  • Manpower
  • Rice Lake, WI
  • $21.95/hr - Temporary Office Clerk - 1st Shift - Rice Lake Our client is seeking an Office Clerk to join their team. As ...
  • 3/28/2024 12:00:00 AM

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Buyers' Clerical / Administrative Support
  • EbLens
  • Torrington, CT
  • **EbLens** **Buyers' Clerical / Administrative Support** **Corporate - Torrington, CT - Full Time** Buyers Clerical Admi...
  • 3/27/2024 12:00:00 AM

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Clerical Administrative Assistant
  • Manpower
  • Beverly, WV
  • Our client, is seeking an administrative assistant to join their team. As an administrative assistant, you will be part ...
  • 3/26/2024 12:00:00 AM

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Administrative Support Clerk
  • CNHES Inc.
  • Laconia, NH
  • Job Description Job Description Great a temp. to hire position located in Tilton/Northfield NH ! Pay rate: $17.50/hr Hou...
  • 3/26/2024 12:00:00 AM

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Office Clerk
  • Manpower
  • Laredo, TX
  • Office Clerk 3rd shift Our client is looking for hardworking, motivated talent to join their team. Don’t wait… apply tod...
  • 3/25/2024 12:00:00 AM

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Office Clerk
  • Manpower
  • Plattsburgh, NY
  • Our client, in Plattsburgh is seeking an office clerk to join their team. As an office clerk, you will be part of the Of...
  • 3/25/2024 12:00:00 AM

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Administrative Support Specialist
  • Leidos
  • Washington, DC
  • Description UNLEASH YOUR POTENTIAL At Leidos, we deliver innovative solutions through the efforts of our diverse and tal...
  • 3/8/2024 12:00:00 AM

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$35,448 to $42,317

Trust Clerk in Flagstaff, AZ
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Trust Clerk in Juneau, AK
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