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Personal Trust Services Specialist

Job in Monona, Dane County, Wisconsin, USA
Listing for: Lakeridge
Full Time position
Listed on 2026-02-20
Job specializations:
  • Finance & Banking
  • Business
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A respected financial institution is seeking a Personal Trust Administrative Specialist to enhance service delivery to clients. This role involves coordinating account processes, assisting with estate matters, and supporting Trust Officers with relationship management. Ideal candidates should possess a Bachelor's degree in a relevant field and have prior experience in finance, alongside strong organizational and analytical skills. The position requires a detail-oriented approach and the ability to maintain confidentiality while thriving in a collaborative environment.
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