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Personal Trust & Estate Settlement Assistant

Company: Ronald Blue Trust
Location: Appleton
Posted on: May 4, 2020

Job Description:

Job DescriptionPlease note this is a Thrivent Trust Company position. Ronald Blue Trust is a division of Thrivent Trust Company, a subsidiary of Thrivent Financial. To learn more about Thrivent Trust Company, please visit their website at: https://www.thrivent.com/thrivent-trust

This position is located at our Appleton, WI office which is located at:

4321 N. Ballard Road, Appleton, WI 54919

The Personal Trust & Estate Settlement Assistant provides administrative support to the Personal Trust and Estate Settlement (PTES) team in its management of the most complex accounts within the Trust Company. This position primarily entails supporting team members and management in ongoing personal trust administration, estate/trust settlement, and coordination or assistance with trust operations regarding distributions, account opening and closing and other matters as applicable. Direct contact with clients, beneficiaries, and other internal and external parties is required. This position will also participate in other assigned projects and duties for the department, as needed.

Job Duties and Responsibilities


  • Supports the personal trust and estate settlement team in administering complex fiduciary accounts for which Thrivent Trust Company is acting as trustee, personal representative/executor, guardian or conservator. This includes assisting other team members, managing workflow, flexing to provide functional coverage, maintaining the team calendar, and collaborating with other teams
  • Provides high quality and professional support to internal and external customers (i.e., clients, beneficiaries, financial advisors, centers of influence, etc.). This includes answering calls/emails, and responding to information requests
  • Maintains a thorough understanding of account types, services and affiliated systems (e.g., Trust Accounting system, CapitalBase, etc.), and applicable operational policies and procedures.
  • Ensures efficient record retrieval by maintaining accurate filing systems and records; performs routine administrative duties such as paper and electronic filing, and processing incoming physical and electronic mail
  • Assists team with the preparation of new account opening documentation, account termination, correspondence, and reports
  • Assists with maintenance of Future Appointment file. This includes documenting in CapitalBase and organization of future appointment documents on the network.
  • Supports and participates in special projects and processing functions as needed

    Required Job Qualifications

    • High School diploma, college degree or equivalent experience preferred.
    • Strong written and oral communication skills; Demonstrated ability to communicate effectively with internal and external customers
    • Proficient with MS Excel, MS Word, and applicable financial reporting tools.

      Other Critical Factors

      • Exceptional customer service skills
      • Strong attention to detail
      • Ability to work in a collaborative team environment
      • Ability to coordinate task delegation from multiple team members

Keywords: Ronald Blue Trust, Appleton , Personal Trust & Estate Settlement Assistant, Other , Appleton, Wisconsin

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