Trust Administration Specialist

Thrivent

  • Appleton, WI
  • $26.01-35.19 per hour
  • Permanent
  • Full-time
  • 14 days ago
We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.Job SummaryThe Trust Administration Specialist is primarily responsible for managing account administration processes in addition to having direct involvement, which includes account opening, closing and other matters as applicable. Direct contact with clients, beneficiaries, centers of influence and other internal departments and external vendors parties is required.In this role you will participate in other assigned projects and duties for the team, as needed, including serving as an administrator Subject Matter Expert in department initiatives as needed/requested.Job Responsibilities and Duties
  • Must effectively prioritize workflow and multiple priorities from trust officers based on client needs.
  • Work in a team environment and adopt to trust work process and practice changes and efficiencies as needed.
  • Adheres to all external Office of the Comptroller of the Currency (OCC) regulatory requirements and internal standards, guidelines, policies and procedures.
  • Primary support responsibility for certain account duties such as executing daily transactions, reviewing legal documents, monitoring discretionary distributions, assisting with account reviews, monitoring of required correspondence, notices and other items with critical dates such as tax deadlines.
  • Interacts directly with clients and beneficiaries regarding account specific needs, as well as internal and external contacts including wealth advisors, financial representatives, attorneys, CPAs and other professionals.
  • Execute proper account set up and closing and monitor proper trust accounting entries and tax coding of income and disbursements including discretionary distributions, and other accounting and reconciliation matters.
Job QualificationsRequired:
  • Associate’s degree in business or related field.
  • Minimum of 3 years banking, trust administration and/or estate settlement experience in a bank, law firm or trust department environment or related financial experience.
  • Ability to be an effective team player across multiple affiliates/departments.
  • Detail oriented problem-solver who effectively prioritizes workflow and multiple priorities.
  • Ability to understand and work productively within a team environment and be able to adapt to a fluid environment.
  • Demonstrated goal-oriented self-starter who can work independently with minimal supervision.
  • Strong written and oral communication skills.
  • Proficient in Microsoft office.
Preferred:
  • Batchelor’s degree in business, or related field.
  • Advanced training in trust operations, administration or related fields, Certified Trust and Fiduciary Advisor (CTFA) or Certified Securities Operations Professional (CSOP) designations desirable.
  • Demonstrated knowledge or experience with trust accounting or trust accounting systems.
Additional Information
  • This position allows a flexible work arrangement meaning you may work on-site and/or remotely from the Appleton, WI area.
Pay TransparencyThrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $26.01 - $35.19 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call 800-847-4836 and request Human Resources.

Thrivent