Senior Administrative Specialist
Union Bank & Trust · Omaha, Nebraska, US
Position Summary: The Personal Trust Administrative Specialist 3 performs administrative duties including working with customers via phone, e-mail, in person...
Job description
Position Summary: The Personal Trust Administrative Specialist 3 performs administrative duties including working with customers via phone, e-mail, in person, or at their home, completing correspondence and reports, and handling client requests for assigned accounts with and as requested by Trust Officers. This level of position has a high level of responsibility and independently administers tasks for all but the most complex trusts, estates, IRAs, and agency accounts without direct supervision of Trust Officers. 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: - Ability to work with all levels of customers via phone, e-mail, in person, or at their home, and answer and/ or complete a majority of questions and requests. The ability to think critically is of utmost importance, as well as understanding when to involve Trust Officers....