Middle Office Specialist

Hours:Monday - Friday, 7:30am - 4:30pm

Pay: $22.50/HR

Duties:

• Assist Trust Officers and administrative staff with the daily administration of personal trust, estate, and corporate trust accounts.
• Open and close client accounts while ensuring all documentation is accurate, complete, and compliant with audit and regulatory requirements.
• Coordinate account onboarding and closing processes, including document collection, asset transfers, cash distributions, and follow-up activities.
• Monitor account activity and assist with post-closing requirements, tax reporting coordination, and trailing income tracking.
• Manage Donor Advised Fund administration by coordinating communications and workflow between internal departments and external service providers.
• Review and maintain client records to ensure accuracy, organization, and compliance.
• Support operational processes and assist with trust account servicing, reporting, and documentation.
• Communicate professionally with clients, advisors, vendors, and internal team members.
• Maintain confidentiality and safeguard sensitive client and financial information.
• Assist with special projects and process improvement initiatives as assigned.

Qualifications:

• Bachelor's degree in Finance, Accounting, Legal Studies, Business Administration, or a related field required.
• An Associate's degree combined with directly related experience in trust operations or financial services will be considered.
• 1-3 years of experience in banking, trust operations, accounting, financial services, or a related field required.
• Strong attention to detail and ability to manage complex operational and administrative tasks with a high degree of accuracy.
• Knowledge of trust administration, estate services, banking operations, or financial services preferred.
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to handle confidential information with professionalism and discretion.
• Strong analytical, problem-solving, and critical-thinking abilities.
• Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and Teams.
• Experience with trust accounting systems, financial platforms, or banking software preferred.

What does Express offer to you??

• Weekly paychecks!
• Vision Insurance
• Medical Plan
• Dental Plan
• 401(K) Retirement Savings Plan
• Life Insurance
• Referral Bonuses (Earn up to $125 for each person you refer to Express!)

Why Express Employment Professionals, Appleton WI?

• Express, Appleton WI placed over 1,350 people in 2024 just in the Appleton area!
• We provide our associates with excellent comprehensive and competitive benefits!
• When you apply to us, you apply to 100+ companies in the Fox Valley!
• Over 170 people were hired to a permanent position in 2024.