Administrative Specialist 2 – Personal Trust

Job overview

The Administrative Specialist 2 – Personal Trust role is hybrid-eligible after onboarding in Lincoln, NE. Compensation is not specified. The position supports Union Bank & Trust Company’s Personal Trust Department and its Trust Officers. The specialist administers less complex trusts, estates, individual retirement accounts, and agency accounts while handling client requests and department administration. The work supports accurate account operations, client service, reporting, and compliance.

What you'll do

• Greet customers and answer routine questions
• sort and distribute mail
• prepare correspondence, reports, and document imaging
• set appointments and handle client requests
• administer less complex trusts, estates, IRAs, and agency accounts
• create and maintain account files
• assist with client financial needs, account monitoring, tax reporting, and compliance.

What we're looking for

Skills & competencies

administrative specialist 2

personal trust

lincoln ne

union bank & trust

hybrid eligible after onboarding

trust administration

estate administration

ira accounts

client service

compliance

microsoft office

3–5 years trust administration

Work arrangement

• Weekend coverage required

Why this role

Hybrid work-from-home opportunity may be available after onboarding under company guidelines.

About the employer

Union Bank & Trust Company is hiring for this role. Industry: Commercial Banking. Sector: 52.