• Trust Administrative Assistant

    Job Locations US-WI-Madison
    # of Openings
    1
    Category
    Wealth Management
  • Overview

    In 1908, State Bank of Cross Plains opened our doors with one goal in mind: to make our vision of helping others achieve their dreams a reality. Since we believe that anything is possible with the right people by your side, we aim to be a knowledgeable financial partner who helps the Dane County community and surrounding area accomplish their goals—and then set new ones. With our unique community bank culture, competitive wages and benefits and opportunities for growth, we offer our employees the ability to make a difference for our customers in helping them reach their financial dreams.

    We are seeking a customer driven and detail-oriented assistant to join our Madison office as a Trust Administrative Assistant! As a Trust Administrator, your primary purpose will be to serve clients and support the Trust Officers by assisting with the daily administration of accounts, serving as departmental receptionist, preparing materials and reports for the Trust Investment Committee, Board of Directors and Trust Officers.

    Responsibilities

    • Interacts with officers, new/existing clients, and attorneys to facilitate proper opening and funding of accounts
    • Maintains and monitors assigned officers’ retention calendars to ensure appropriate client contact including but not limited to setting appointments and responding to questions.
    • Prepares routine client account reviews for assigned officers
    • Responds to client inquiries in a courteous, tactful and confidential manner
    • Prepares client correspondence and supplemental reports for statements as needed
    • As a backup, monitors, calculates and corresponds with clients who have required minimum distributions to take from their IRA accounts each year
    • Assists with administering and closing of estates
    • Receives and welcomes all visitors to the Wealth Management Division
    • Answers main Wealth Management telephone line in order to assist clients and route call to appropriate person
    • Assists in the preparation of proposals, presentations, and other materials as requested by trust officers

    Qualifications

    • Associates degree in Finance, Accounting, Business and/or similar field of education and/or 1-2 years previous work experience in a role requiring a high degree of accuracy
    • Well-developed interpersonal and communication skills (verbal & written) in order to communicate and relate effectively with clients, associates, vendors, etc.
    • Demonstrated ability to be a non-competitive team player
    • Strong analytical/critical thinking skills
    • Strong attention to detail with the ability to work efficiently & accurately as well as the ability to follow up on pending items in a timely fashion
    • Strong organizational skills, including the ability to prioritize multiple/competing tasks and remain calm while working in a fast paced/deadline driven environment
    • Ability to put forth the extra effort necessary to make the office a successful operation including but not limited to working additional hours that may require evenings/weekends on occasion
    • Ability to maintain confidential customer information

    The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans, and Individuals with Disabilities encouraged to apply.

    Consistent with State Bank of Cross Plains’ commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us. 

     

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