Trust Administrator Jobs in Wisconsin
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
Responsibilities Manageand enhance relationships with existing Wealth Management clients toensure that we recognize and are responsive to their current andevolving needs and expectations....
Trust Officer This role is for a finance professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
Trust Officer This role is for a finance professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
Trust Officer This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
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Trust Officer This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
Trust Officer This role is for a finance professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
Trust Officer This role is for a finance professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
Trust Officer This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
Trust Officer This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Strong working knowledge of wealth management industry, including issues and regulations....
This is a great opportunity for the right Trust Administrator to continue to grow their career....
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Demographic Data for Wisconsin
Moving to Wisconsin? Find some basic demographic data about Wisconsin below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Wisconsin
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Wisconsin offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Know Your Customer
- Commercial Banking
- Automated Clearing House
- Private Banking
- OFAC
- Mortgage Processing
- Cross Selling
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Wealth Management
- Service Standards
- Valuation
- Investment Banking
- Investment Management
- Portfolio Management
- Taxes
- Financial Planning
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Finance
- Relationship Management
- Closing
- Accounts Payable
- Business Development
- Process Improvement
- Accounting
- Decision Making
- Documentation
- Collaboration
- Bachelor's Degree
- Reporting
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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