Trust Specialist - Personal Trust Administration

At Fiduciary Partners Trust Company, we believe collaboration, mutual respect, teamwork, and integrity are the foundation of everything we do. We are an independent trust services company that collaborates with financial advisors, attorneys and their clients. Our team provides clients, their families and professional advisors with exemplary customer service and peace of mind that comes from working with experts in trust administration and trust and estate settlement. At Fiduciary Partners, our partnerships begin with our internal team, and we continually strive to provide our employees with the knowledge, mentoring and training needed to succeed and grow within our company. Here you will find team members committed to working together to serve and support each other, our clients and our community. Position Summary The Personal Trust Administration Specialist is an essential member of the trust administration team directly serving our clients and their professional advisors. This position works closely with trust officers and our operations team to provide support for personal trust accounts. Superior customer service and organization are necessary talents. This position is ideal for an experienced client services professional with a background in trust, banking, investments or financial planning/services or a recent college graduate with a degree in one of these areas. This position provides the opportunity to learn trust administration skills under the guidance of our experienced Trust Officers. For skilled trust administration specialists, this position provides a long-term, professional career opportunity where someone can be a technical expert, mentor others, and contribute to administration and operational excellence. As a Personal Trust Administration Specialist, you will: Have significant contact with trust clients, their professional advisors, and all trust company personnel. Assist with administration of personal trust accounts: Open new accounts

• represent the company to new clients and their advisors, gather asset and client information to set up accounts, coordinate statements and distributions, establish and maintain account files. Existing accounts
• handle incoming mail, payment of bills, respond to routine client inquiries and requests, general administrative problem solving. Client and advisor/professional contact
• Represent Fiduciary Partners Trust Company with professionalism, enthusiasm, discretion, and confidentiality.

Assist with telephone answering responsibility for the office. Assist with special projects such as large mailings, as a part of the office team. Provide administrative support and back-up for personal trust accounts assigned to a trust officer. Along with a passion for customer service, an ideal candidate will have: Bachelor's or associate degree in accounting, finance or other business-related fields (or equivalent years of experience). 3-5 years of relevant trust administration support, legal or financial services support, or a strong equivalent of experience in other related professional fields. Excellent communication, professionalism, and interpersonal skills. High attention to detail, ability to multi-task, with good organizational skills. Committed to working as a team to serve and support each other, our clients and our community. Experience in high compliance environments, with confidential information. Knowledge of financial services and investment concepts Working knowledge of all Microsoft Office programs including, but not limited to Word and Excel Physical Requirements Ability to remain in a stationary (sitting) position for extended periods of time Ability to occasionally traverse the office and stand for moderate periods of time Ability to occasionally move and position materials weighing up to 25 pounds Mental Demands The ability to make sound decisions, solve complex problems, and use logical thinking. The ability to remember processes, maintain focus, and complete tasks with distractions or interruptions. The ability to effectively exchange accurate information both verbally and in writing with a variety of individuals. The ability to perform multiple duties simultaneously and meet deadlines, even under pressure. The ability to maintain a high level of organization and complete tasks with a high degree of accuracy. The ability to remain poised under all circumstances and work effectively in high-stress situations. Work Environment Conventional office environment with a professional atmosphere where clear goals and high standards of performance are the norm. Team members work from private or semi-private workstations, with access to modern amenities and equipment. Our leadership is transparent, and we are committed to providing a stable, ethical, and consistent workplace for all employees Primary Location ~United States-Wisconsin

• Appleton, WI Schedule ~ Full-time with Benefits (8:30AM
• 5:00PM)

Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Health savings account Paid time off Vision insurance

Experience:

Professional Office:

3 years (Required)

Trust Administration:

3 years (Preferred)

Accounting:

3 years (Preferred) Legal administrative: 3 years (Preferred)

Work Location:

In person