359 Best employee communications Jobs in Milwaukee, Wisconsin (May 2026) - page 4

Trust Administrator II

7 days ago

Milwaukee

Job Description Trust Administrator II Provide day-to-day administrative support for all trust administration aspects under the Trust Officers' guidance and direction. This position is 100% in the office. Role Responsibilities • Proficiently carry out the responsibilities of a Trust Administrator I., • Provide support and backup – to other teams (i.e., Case Management, Wealth Management, Settlement, Pooled Trusts, and South Dakota operations.), • Process transactions for annuities and other manually maintained assets., • Maintain the accurate value of annuities and other manually maintained assets., • Manage a collection of insurance statements and review policies through life insurance vendor., • Manage PAL files that require plug-ins for access., • Assist with maintaining True Link accounts by opening and closing cards and providing reports monitoring usage risk., • Assist with establishing new brokerage accounts, data feeds, online access, and updating authorized signer information with investment advisors., • Serve on a committee or support committee initiatives., • Support new and developing Trust Administrators by providing training., • Prepare reports and books for Board., • Manage changeover of TO mailings and software updates., • Understanding the trust accounting reporting system and assisting with developing reports as needed. Competencies Communication Skills • Use professional oral and written skills to project a positive image of the Company., • Always interact professionally with clients and associates., • Possess excellent verbal, written and interpersonal communication skills., • Be aware of and follow company policies for electronic communications and internet use. Computer/Technical Skills/Subject Matter Expertise • Display proficiency using standard office equipment such as a computer, fax, photocopier, scanner, telephone, etc., • Proficiency using Microsoft Office Suite of applications., • Ability to understand/learn basic fiduciary and trust administration concepts., • Understands and follows company policies regarding information security including password and multi-factor authentication. Organization • Good time management skills., • Ability to balance competing priorities with little direction., • Regularly update client interactions in CRM database. Judgment • Work as a competent member of the team, willingly providing back-up support for co-workers when appropriate and actively supporting group goals., • Demonstrate basic knowledge of the business and the Company., • Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction., • Swiftly refer problems/issues to the appropriate person(s) when necessary., • Able to identify common attempts at information security scams, like email phishing. Role Qualifications • High school diploma or GED equivalent., • Bachelor's degree highly desired., • Experience working in the financial services industry or trust administration., • Administrative experience in an office setting preferred., • Experience working in investments a plus., • Bilingual in English / Spanish preferred., • Professional appearance. Job location – Milwaukee, WI Benefits – 100% Employer paid Health/Dental/Life/LTD for individual employee, 401(k) plan with 4% match, voluntary Short-Term Disability, Employer paid off-street parking, opportunities for advancement.

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