Administrator II, Personal Trust, South Bend, IN

Administrator II, Personal Trust

Job Category: Wealth Advisory Services Requisition Number: ADMIN003994

Full-Time On-site South Bend Main Office 100 N Michigan St South Bend, IN 46601, USA

Description

POSITION SUMMARY Responsible for the administration of assigned accounts, specializing in one of the following areas: trusts, estates or agencies; represents the company in business activities and contacts with customers, attorneys, and beneficiaries relating to these accounts. ESSENTIAL REQUIREMENTS

• Manages assigned accounts in accordance with the terms of the nominating instrument and in a manner consistent with the needs of principals, beneficiaries, etc.
• Analyzes and studies nominating instruments.
• Arranges for the assembly, appraisal, evaluation, transfer and protection of assets of business interests.
• Sets up documentation of new accounts, determines the frequency and amount of payments, considers tax liabilities and arranges for accounting and distributions.
• Coordinates administrative functions with other areas and individuals, such as investment officers, estate analysis officers, attorneys, co-executors and others as required.
• Contacts or corresponds with persons, agencies and organizations who have an interest in any aspect of an account.
• Resolves problems brought by principals, beneficiaries, and others as needed.
• Makes court appearances at audits or other proceedings and deals with realtors, attorneys, agents and others for the acquisition, disposition or preservation of trust assets and related business.
• Advises senior officers and members of the trust investment committee on questions concerning the acceptability of trust positions and the proper use of income or principle for accounts being managed.
• Develops new business and advises or consults with other officers on details or proposed plans.
• Responsible for the supervision of assigned staff and exercises the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations (if applicable).
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned.

• Three (3) to five (5) years trust experience preferred.
• Good PC skills--proficiency in Word and Excel essential.
• Ability to be proactive, take initiative, and carefully monitor, follow through, and complete every project/responsibility.
• Good written and verbal communications skills.
• Highly motivated.
• Professional demeanor.
• Analytical and problem-solving skills with attention to detail.
• Strong relationship management skills.

EDUCATION Bachelors Degree preferred.

TRAVEL REQUIREMENTS Ability to travel as needed for meetings, projects, seminars, etc.

PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.