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
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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.
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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
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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.
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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