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Trust Administration Officer

Marquette Bank · Orland Park, IL · Trust administration

Compensation

$45k – $65k /yr

Employment type

Full-time

Work setting

On-site

Location

Orland Park, IL

Schedule

Day shift

Posted

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Job overview

The Trust Administration Officer works onsite in Orland Park, IL. Pay is $45,000–$65,000 per year. Marquette Bank provides financial services to meet the savings and borrowing needs of southwest Chicagoland and serves customers through 20 branches. The officer administers personal trust, estate, guardianship, and agency accounts in accordance with governing documents and applicable requirements. The role manages client relationships and account activity while supporting accurate fiduciary administration, tax processes, and regulatory compliance.

What you'll do

  • Administer personal trust, estate, guardianship, and agency accounts
  • interpret trust documents
  • support new-account onboarding
  • manage client and beneficiary relationships
  • coordinate post-death processes and distributions
  • correspond with courts as required
  • assist with pooled trust administration and tax returns
  • oversee annual reviews
  • manage trust property
  • maintain records and fiduciary documentation
  • review transactions and ensure compliance with policies and regulations.

What we're looking for

Skills & competencies
trust administration officer
orland park il
marquette bank
$45k–$65k
personal trusts
estate administration
guardianships
fiduciary administration
client relationships
trust taxation
account reviews
regulatory compliance
microsoft excel
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Health insurance, term life and disability insurance, time off, 401(k) Salary Savings Plan, Employee Stock Ownership Plan, tuition reimbursement, gym subsidy, and community involvement opportunities
  • rewards vary by eligibility.

Why this role

Requires a bachelor’s degree, paralegal certificate, or trust-school education and 5+ years of trust administration experience. Requires knowledge of fiduciary administration and estate, gift, GST, and fiduciary income tax.

About the employer

Marquette Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.

Additional details

Industry sector
52
Industry
Commercial Banking
Occupation code
13-2072.00
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Listing ID: 7f2d57e9-72c9-40ce-8406-5935bde8a694