Trust Administrator

We are looking for a detail-oriented Trust Administrative Assistant to support trust administration operations for a Financial Services organization in Milwaukee, Wisconsin. This contract position offers a path to a permanent role, is fully onsite, and provides the opportunity to contribute to a team that manages sensitive client and asset-related administrative work. The role partners closely with Trust Officers and internal departments to keep records accurate, coordinate reporting, and help maintain smooth daily operations.

Responsibilities:

• Provide daily administrative support for trust administration activities while partnering with Trust Officers to ensure work is completed accurately and on schedule.

• Handle annuity and other manually tracked asset transactions, maintaining current values and organized supporting documentation.

• Coordinate insurance-related records by collecting statements, reviewing policy information, and working with external vendors as needed.

• Assist with the setup and maintenance of brokerage relationships, including account openings, online access arrangements, data connectivity, and authorized signer updates.

• Support account administration tasks for payment card programs by opening and closing cards and preparing monitoring reports to identify unusual usage patterns.

• Prepare board-related materials and operational reports, and help organize information needed for internal review and decision-making.

• Provide backup coverage to cross-functional teams such as case management, wealth management, settlements, pooled trusts, and other administrative support areas.

• Help maintain specialized files and systems access, including records that require additional software components or controlled access methods.

• Contribute to team development by assisting with training for less experienced administrators and participating in committee-related work or special initiatives.

• Update client activity and administrative records in internal databases while supporting mailing changes, software-related administrative updates, and trust reporting needs.

• High school diploma or equivalent required; a bachelor's degree is strongly preferred.
• At least 2 years of experience in an administrative support role, preferably within financial services, trust administration, or a related office environment.
• Working knowledge of Microsoft Office applications and confidence performing data entry, reporting, and general administrative tasks.
• Experience handling insurance, investment, brokerage, or other financial account documentation is preferred.
• Ability to manage multiple priorities independently, stay organized, and maintain accuracy in a fast-paced office setting.
• Strong verbal and written communication skills with a detail-focused approach to client and team interactions.
• Sound judgment, discretion, and the ability to escalate issues appropriately when needed.
• Bilingual English and Spanish communication skills are a plus.