Personal Trust Administrative Specialist 2

Job description

Position Summary: The Personal Trust Administrative Specialist 2 performs administrative duties including greeting customers via telephone calls, in person, or at their home, completing correspondence and reports, document imaging, and handling client requests for Trust Officer’s accounts. This level of position administers less complex trusts, estates, individual retirement accounts, and agency accounts or tasks without direct supervision of the Trust Officer. As part of our hybrid work from home opportunity guidelines, associates are expected to work 4 days onsite in Omaha, NE with the opportunity of 1 day WFH each week. Eligibility for this arrangement beginning upon completion of onboarding. This role is eligible for hybrid work from home opportunity under the work from home guidelines up to one day per week upon completion of onboarding. Qualifications: - Greet customers via telephone calls, in person, or at their home, and answer routine questions and requests. - Sort and distribute daily mail, obtain account information related to correspondence, and respond when appropriate. - Complete correspondence and reports, document imaging, set appointments, and handle client request...