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Submitted URL: http://horiconbank.applicantlist.com/jobs/1105243
Effective URL: https://horiconbank.applicantlist.com/jobs/1105243
Submission: On July 06 via api from US — Scanned from DE
Effective URL: https://horiconbank.applicantlist.com/jobs/1105243
Submission: On July 06 via api from US — Scanned from DE
Form analysis 4 forms found in the DOM
<form id="apply" class="form-horizontal validate">
<input type="hidden" name="listing_id" value="1105243">
<input type="hidden" name="ad_version_id" value="">
<input type="hidden" name="i" value="0">
<input type="hidden" name="is_linkedin_new_api" id="is_linkedin_new_api" value="">
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<div class="col-xs-6">
<label for="first_name" class="control-label sr-only">First Name</label>
<input data-maxlength="200" type="text" name="first_name" id="first_name" class="form-control required" placeholder="First Name*" maxlength="201">
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<div class="col-xs-6">
<label for="last_name" class="control-label sr-only" style="display:none">Last Name</label>
<input data-maxlength="200" type="text" name="last_name" id="last_name" class="form-control required" placeholder="Last Name*" maxlength="201">
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</div>
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<div class="col-xs-12">
<p><b>How can we contact you?</b></p>
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<div class="col-xs-12">
<label for="email" class="control-label sr-only">Email</label>
<input data-maxlength="255" type="email" name="email" autocomplete="off" id="email" class="form-control required" placeholder="Email*" maxlength="256">
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</div>
<div class="form-group">
<div class="col-xs-7">
<label for="contact_number" class="control-label sr-only">Phone Number</label>
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<div class="col-xs-5">
<label for="contact_number_type" class="control-label sr-only">Number Type</label>
<select class="form-control required" name="contact_number_type" id="contact_number_type" role="combobox">
<option value="1">Home</option>
<option value="2" selected="">Cell</option>
<option value="3">Work</option>
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<option value="0">Email</option>
<option value="1" selected="">Text Message</option>
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<select class="form-control required" name="applicant_consent_approval" id="applicant_consent_approval" role="combobox">
<option value=""></option>
<option value="1">Yes, I agree to be contacted by text messages</option>
<option value="2">No, I do not agree to receive text messages</option>
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<div class="refer-table">
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<div class="refer-table-cell">
<div class="refer-input-container form-group">
<label for="refer-name" class="refer-hide">Name</label>
<input type="text" id="refer-name" placeholder="Name" class="refer-input form-control" name="name">
<div class="refer-error-bubble">You must type a name.</div>
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</div>
<div class="refer-table-cell">
<div class="refer-input-container form-group">
<label for="refer-email" class="refer-hide">Email</label>
<input type="text" id="refer-email" placeholder="Email" class="refer-input form-control" name="email">
<div class="refer-error-bubble">You must type a valid email.</div>
</div>
</div>
<!-- Location field. IE/8IE9 use a state select. -->
<div class="refer-table-cell">
<label for="refer-location" class="refer-hide">Location (city, state or zip code)</label>
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<input type="text" id="refer-location" placeholder="Location" class="refer-input form-control" name="location">
<div class="refer-error-bubble">You must select a location.</div>
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<button type="button" data-opt-in="no" data-frequency="weekly" class="refer-input refer-button refer-opt-btn refer-opt-out-btn form-control btn btn-lg btn-block accent"> No, thanks. </button>
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<input type="hidden" value="sun" id="refer-frequency" name="frequency">
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<div class="refer-input-container form-group" id="refer-title-container">
<label for="refer-title" class="refer-hide">Job title</label>
<input type="text" name="title-input" class="refer-input form-control" placeholder="Job Title" id="refer-title">
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</div>
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<button type="button" class="refer-input refer-button refer-second-pane-btn refer-check-interests form-control btn btn-lg btn-block accent" id="refer-job-interests-btn"> Next </button>
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<div class="refer-pane" data-pane-name="resume">
<p id="refer-upload-message">
</p>
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<label for="refer-resume-file" class="refer-hide">Resume Input</label>
<input class="refer-file-label" placeholder="No file has been chosen" disabled="disabled" id="refer-resume-file">
<div class="refer-file-input">
<span>Select file</span>
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<input type="file" class="refer-upload" id="refer-resume-input" name="resume">
</div>
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</div>
<button type="button" class="refer-input refer-button refer-submit-btn form-control btn btn-lg btn-block accent"> Upload Resume </button>
<button type="button" class="refer-btn-text refer-submit-no-file-btn">upload later</button>
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<input type="tel" name="phone" class="refer-input form-control" placeholder="Phone number" id="refer-phone">
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<option value="false">Select an option</option>
<option value="true">Yes, I agree to be contacted by text messages</option>
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<button type="button" class="refer-input refer-button refer-no-phone-btn btn-transparent form-control btn btn-lg btn-block accent"> Not now </button>
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<option value="education_in_school">In School</option>
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* Jobs * Login TRUST ADMINISTRATOR * Until Filled (CST) * Trust Administration * 15600 West Cleveland Avenue, New Berlin, WI, USA * Hourly * Full Time Email Me Similar Jobs Email Me This Job -------------------------------------------------------------------------------- Role Summary: The Trust Administrator is responsible for administering or assisting in the day-to-day administration of trusts, under the direction of the Trust Administration Manager, in accordance with sound practices and compliance of the department. Principal Duties and Responsibilities: * Review and analyze documents for purposes of accepting new accounts and assembling a recommendation to the trust committee for account approval or for various discretionary distribution requests from the trust/estate. * Able to work with auditors, both internally and externally, to facilitate any required examinations of accounts. * Responsible for the oversight of the cash and payment of all trust bills and compliance with trust documents for assigned accounts. * Build relationships with attorneys, investment advisors, accountants, service providers, and beneficiaries regarding various trust administrations and act as a liaison between them. * Monitor trust accounts on an initial and annual basis, including investments to ensure compliance to investment policy statements. Work with Investment advisors to ensure compliance and accuracy. * Assist with trust and estate settlement matters for purposes of having dual presence at homes or oversee trust property. * Handle and communicate special projects or additional responsibilities as assigned from time to time. * Enthusiastically support the bank sales function by providing exceptional service to internal and external customers of the bank. * Establish and maintain policies and procedures as they relate to trusts. * Provide counsel regarding various alternatives based on the customer's financial objectives and experience. Assist with estate planning. * Professionally handle customer and employee inquiries that require in-person, telephone, or email responses and maintain confidentiality of customer account information by following established policies and procedures. * Coordinate the operational capabilities and other capabilities needed to support trust products and services; ensure up to date compliance. Additional Duties and Responsibilities: * Update knowledge and develop professionally on a continuing basis. Participate in internal and external training and development opportunities as required. * Perform other duties as may be necessary to fulfill the responsibilities of this role. Knowledge, Skills, and Abilities: * Bachelor of Business or related degree or equivalent and a minimum of five years of previous related experience required. Paralegal background would be considered. * Strong interpersonal skills and very detailed oriented. * Knowledge of trust administration process including general investment concepts, asset allocation, trust tax and legal documents. * Knowledge of financial and legal management principles in order to assist with the trust administration responsibility. * Approximately three to five years of progressively responsible related work experience necessary in order to gain the expertise needed to manage complex financial, legal and banking relationships in a professional environment. * The ability to communicate in a clear and professional manner with a diverse of group attorneys, investment advisors, accountants, colleagues and bank partners, and provide information and "customer service" with ordinary courtesy and tact; and to demonstrate integrity in personal and fiduciary matters. * Computer literacy including experience with Office Suite, MS Word, Excel, PowerPoint, and other computer software products. * Ability to prioritize a diversified workload, handle multiple tasks concurrently; exercise good judgment in all areas of responsibility; and work effectively under pressure and deadlines. * Strong verbal and written communication required, including reports, presentations, and group facilitation skills. * Time management and planning skills with focus on organization, accuracy and attention to detail; ability to manage assigned projects under minimal supervision. * Exhibit and maintain high degree of professionalism, confidentiality, and integrity. Working Conditions: Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and average at least 40 hours a week. Some unscheduled evening and weekend work may be required. Occasional out-of-town and overnight business travel is required. Travel to branches and private homes may also be necessary. * APPLY NOW * You have JavaScript disabled on your browser. You will not be able to apply for this position without enabling javascript. If you need assistance with enabling javascript, please click here for assistance. * Fields Are Required What is your full name? First Name Last Name How can we contact you? Email Phone Number Number Type Home Cell Work What is your preferred method of communication? Email Text Message Please indicate if you agree to ApplicantList's Applicant Communication Policy. Yes, I agree to be contacted by text messages No, I do not agree to receive text messages I agree to ApplicantList's Privacy Policy and Terms of Service.* Apply for this Position Apply for this Position * SIGN UP FOR JOB ALERTS! * Name You must type a name. Email You must type a valid email. Location (city, state or zip code) You must select a location. Accept Terms of Service I agree to the terms of service and privacy policy. You must accept the terms of service and privacy policy. Send Me Jobs Would you like Refer.io to send you similar jobs from other employers? Yes, daily! Yes, weekly! No, thanks. Please type the job title you are interested in: Job title You must type a job title. We'll send some jobs to you in the next 30 minutes. If you don't see them, check your spam folder. Next Resume Input Select file Resume File You must select a file. Upload Resume upload later Thank you for subscribing to receive job alerts. You should start receiving emails in the next week. Your file is uploading. Please wait a few seconds. Enter your phone number if you'd like to receive job alerts for in via text message. Phone number You must type a phone number. Please indicate if you agree to Refer.io's Subscriber Communication Policy. Please indicate if you agree to Refer.io's Subscriber Communication Policy. Select an option Yes, I agree to be contacted by text messages No, I do not agree to receive text messages You must agree to our Subscriber Communication Policy in order to receive text messages from Refer.io. Yes, why not? Not now Refer.io can assist in your job search. Please answer the following questions to amplify your search results. Education status Education status In School Graduated Never Attended Partially completed You must select an education status answer. Work status Work status Currently employed Out of work Temporary job You must select a work status answer. Job search status Job search status Actively looking for a job Passively looking for a job Not looking for a job You must select a job search status answer. Seeking for Employment goal Similar Job to What I Do Now Progress to a Higher Job in the Same Field Jump to a New Field of Work You must select a seeking status answer. Job type Job type Full Time Part Time From Home You must select a job type answer. Next powered by Refer.io Refer.io FOLLOW US ON SOCIAL MEDIA SHARE THIS JOB Hiring Software Maintained by ApplicantPro - © 2024 Refresh Search the FAQ here Go Common Job Questions