Job Details

Senior Trust Assistant - Estates/Probate

Company name

Organization Type


Job Type

Legal Staff

Years of Experience

Max 2 yrs required


Neenah, WI

Date Last Verified

Aug 19,2017

Posted on

May 08,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Senior Trust Assistant - Estates/Probate Duties: Under limited guidance, Senior Personal Trust Assistant provides support to Relationship Managers and management and their clients. Support includes responsibility for daily coordination of account administration for personal trust and agency relationships. Maintains accounts by initiating a range of account activity, monitoring account records to ensure accuracy and completeness, and responding to client inquiries. Assists Relationship Managers in developing additional business, making client presentations and coordinating with internal partners. Works with Relationship Managers to ensure adherence to standards and regulatory requirements. Working directly with clients and internal partners to solve problems and provide superior customer service. May participate in projects. May administer a small book of business of low to mid complexity with the oversight of a Relationship Manager. Play a critical role in delivering an exceptional customer experience during every interaction. Focus on building solid and long lasting relationships by engaging all customers in a positive manner. Provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and insure that the customer’s best interests are our number one priority. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management.

Qualification and Experience

Qualifications: Associate's Degree or equivalent combination of education and experience Business, Finance, Accounting, Paralegal or related field. Bachelor's Degree Business, Finance, Accounting, Paralegal or related field. 4-7 years Banking or office/administrative or paralegal experience. 0- 2 years Prior trust and investment experience. 2-4 years Knowledge of banking products, services, procedures, practices and loan documentation a plus. CTFA-Certified Trust and Financial Advisor preferred. Superior customer satisfaction/service skills and experience. Excellent organizational and prioritization skills. Excellent verbal, written and interpersonal skills. Computer literate in Microsoft Office products and the ability to quickly learn new software/systems. Thorough knowledge of banking, trust and investment products, services, and systems.

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