Fond du Lac
Under supervision by senior management, and in accordance with established policies and procedures, responsible for administering key trust and client account relationships, including executing all related processes and procedures within regulatory guidelines.
Essential Functions & Responsibilities
- Effectively administer trust accounts and ongoing client relationships, including:
- Administer trust and investment accounts, including:
- Reviewing discretionary distribution requests and providing sound decision making on whether to grant such requests.
- Setting up new accounts, receiving assets, and tracking cost basis information.
- Promptly processing deposits, expenses, and distribution requests.
- Overseeing account compliance with tax deadlines, issuance of 1099s, required IRA notices, and other compliance-related notifications.
- Review, understand, analyze and implement trust and estate planning documents.
- Review, analyze and provide input regarding the investment strategy for individual portfolios taking into account client’s cash flow needs and market conditions.
- Ability to successfully resolve concerns from trust beneficiaries.
- Instill confidence in clients via strong communication and interpersonal skills.
- Draft professional letters to clients, attorneys, and CPAs regarding matters affecting an investment account or trust.
- Ensure that the terms and conditions of each trust account are adhered to.
Skills & Abilities
- Understanding and application of differences between individual, trust, and IRA accounts and associated rules and regulations.
- Familiarity with trusts, estate planning, and compliance with administering trust accounts.
- Ability to quickly gain the confidence and respect of co-workers and clients.
- An attitude of exceptional service towards co-workers and clients.
- Extensive skill with technology, including complete proficiency with Microsoft Word, Excel, Outlook, PowerPoint and trust-related applications, and the ability to learn and adapt to new software quickly.
- Exceptional attention to detail.
- Ability to effectively encounter new situations, adapt, and problem-solve.
- Demonstrated ability to develop, document and follow department processes and procedures.
- Excellent organizational skills, including ability to track and process many tasks and projects simultaneously.
- Extensive experience with trust accounting software.
- Varying schedule may be required based on client needs.
- Travel to clients and various branches and locations required, as needed, to meet client and/or develop new business.
Training and Preparation
- Bachelor’s degree, or equivalent experience.
- 5+ years’ work experience in trust administration, investments, or legal/estate planning area.
- Completed or engaged in ongoing financial industry education, i.e., industry webinars, seminars, and/or related coursework preferred.
Send Cover Letters and Résumés to:
National Exchange Bank & Trust
P.O. Box 988
Fond du Lac, WI 54936-0988
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We comply with the ADA and consider reasonable accommodation measures that may be necessary for eligible applicants/employees to perform essential functions.
National Exchange Bank & Trust is an equal opportunity employer of minorities, women, protected veterans and individuals with disabilities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, status of protected veteran, or status as an individual with a disability.