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Client‑Focused Personal Trust Admin Specialist

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: State Bank of Cross Plains
Full Time position
Listed on 2026-03-01
Job specializations:
  • Administrative/Clerical
    Business Administration, Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A regional financial institution seeks a Personal Trust Administrative Specialist to provide exceptional service to Personal Trust clients. This role involves coordinating account openings, assisting with estate administration, and supporting Trust Officers with daily relationship management. Candidates should be detail-oriented, thrive in collaborative environments, and take pride in offering high-touch, dependable support. Strong interpersonal skills are essential for interacting with clients and attorneys and ensuring accurate handling of client needs.
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