Trust Administrator

Marquette Bank

Orland Park, IL, US
Base: $48,000 - $60,000; bonus/equity: not specifi...
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5 to 8 years of experience in trust administration
Bachelor's degree or paralegal certificate
Knowledge of estate, gift, gst, and fiduciary income tax
** Marquette Bank is seeking a Trust Administrator for its Orland Park, IL location. The role involves managing personal trust accounts and maintaining client relationships while ensuring compliance with regulatory requirements. **

Job Summary

  • The Trust Administrator serves as the primary client contact for assigned accounts, ensuring retention and identifying opportunities for new business.
  • This role involves administering personal trust accounts including estates, trusts, and guardianships while managing post-death processes and tax filings.
  • Marquette Bank offers a welcoming team-centered work environment with perks including an expansive benefits package, gym subsidy, and tuition reimbursement.

Matching Summary

Match Score: 75

** Marquette Bank is seeking a Trust Administrator for its Orland Park, IL location. The role involves managing personal trust accounts and maintaining client relationships while ensuring compliance with regulatory requirements. **

Salary

Base: $48,000 - $60,000; Bonus/Equity: Not specified; Benefits: Health insurance, 401(k), ESOP, gym subsidy, tuition reimbursement

Skills & Requirements

Must-have

  • 5 to 8 years of experience in trust administration
  • Bachelor's Degree or paralegal certificate
  • Knowledge of estate, gift, GST, and fiduciary income tax
  • Ability to review and interpret legal documents
  • Proficiency in Microsoft Word and Excel

Nice-to-have

  • Experience with new business presentations
  • Familiarity with trust accounting systems
  • Commitment to continuing education
  • Strong analytical and systematic problem-solving approach

Key Requirements

  • 5 to 8 years of trust administration experience
  • Bachelor's Degree, paralegal certificate, or Cannon/ABA trust school graduate
  • Strong technical skills in fiduciary administration and tax knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter