We are seeking a successful Trust Associate who is a multi-tasker with strong communication skills and a problem-solving mindset to work in a fast-paced and evolving organization. Our ideal candidate is coachable and has a willingness to learn and consistently perform at a high level under variable workloads.
Legal Assistants with strong Trust experience encouraged to apply.
Position Responsibilities include, but are not limited to:
Provide support for two Personal Trust Administrators in a fast-paced and growing environment, requiring the ability to multi-task on a daily basis.
Provide top quality service to clients and to support administration of assigned trust accounts.
Ability to prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts.
Setting up new accounts, drafting letters, preparing customer welcome packets, initial trust distributions and , interact, and coordinate with appropriate personnel for new asset transfers when necessary.
Ability to take initiative and work independently with minimal supervision.
Complete necessary filing and maintain client files.
Preparation of client presentation materials.
Proactive and reactive contact with assigned clientele base for routine requests as well as crisis resolution and problem solving.
Preparation and minutes for various internal committee meetings.
Perform account reviews.
Correspond with third parties, both by telephone and in writing, with minimal involvement of administrator.
Provide backup and training for other middle office personnel.
Review and verification of daily postings to accounts as well as monitoring cash positions and overdrafts.
Environment and/or Physical Factors:
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 with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.
4-5 years previous experience in legal and/or financial services required.
Minimum of Associate Degree preferred
Proficient in Microsoft Office applications i.e. Word, Excel, PowerPoint
Strong attention to detail with ability to prioritize and organize workflow
Ability to multi-task responsibilities
Exceptional customer service ethic and communication skills, both oral and written
Ability to acquire a working knowledge of assigned accounts
Ability to review and understand basic trust documents
Ability to work effectively in a team environment
Work independently for several people
Strong problem solving skills
Strong leadership qualities
Additional Salary Information: Vacation & Sick Time
Personal Days & Holidays (12 total)
Medical Insurance: Employer pays >80%
Health Saving Account: Employer Funding
Dental Insurance: Employer pays for employee-only level coverage
Life Insurance: Employer pays benefit = one year’s salary
Long Term Disability: 100% Employer-paid
Short Term Disability: 100% Employer-paid
Safe Harbor, Discretionary
Profit Sharing, Discretionary
Parking: Company-paid; specific nearby lots
About Union Bank and Trust Company
Working with Union Bank & Trust is like having their own private bank and trust service. With all the capabilities of the largest financials, you get the comfort of working with experienced professionals who are committed to your success. Founded in 1976, we are the only state chartered, FDIC insured, union-owned commercial bank in Minnesota with over 85% ownership comprised of various local, district and international unions. Founded in 1982, our Trust department administers over $8 billion in assets. We are committed to serving long-term needs; supporting the economic well-being of working people, small/closely-held businesses, high net-worth individuals and associations which make up our neighborhoods in the Twin Cities. We are a community-oriented bank that is involved in our surrounding neighborhoods.