Trust Operations Specialist III
$16,640–$16,640 year
On-siteMilwaukee, Wisconsin, United States
Milwaukee, Wisconsin, United StatesOn-siteFull Time$16,640–$16,640 yearSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Manage complex trust operational transactions, including IRA management, tax processing, and regulatory reporting for 1099 and 5498 forms. Coordinate audit responses, lead operational controls testing, and recommend process improvements to strengthen risk mitigation and compliance. Serve as a subject matter expert for fiduciary services and FIS AddVantage systems while mentoring staff and leading departmental initiatives. Typical schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., with occasional travel required.
Required Qualifications
- High school diploma or equivalent
- Minimum of seven years of experience in banking with a concentration in Trust operations
- Experience with Trust Accounting Systems
- Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively
- Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms
- Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports
- Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades
- Working knowledge of Microsoft Access or database experience
- Knowledge of Trust Accounting Systems and operational applications
- Occasional travel to other First American Bank locations to assist other branches, Bank functions, and training facilities
Desired Qualifications
- Bachelor's degree
- Trust School or CTFA
- FIS AddVantage experience
- Experience with FIS AddVantage, and related Wealth Management platforms
- Exercises professional judgment when leveraging AI-enabled tools by validating outputs for accuracy and relevance and maintaining proficiency through ongoing learning and adherence to organizational AI policies and guidelines
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