We are looking for a detail-oriented Administration Specialist to join our team in Appleton, Wisconsin. In this contract position, you will play a critical role in ensuring the efficient management of trust accounts while adhering to regulatory and internal standards. This role requires a proactive individual who can effectively collaborate with internal and external partners to deliver exceptional service in a financial services environment. Responsibilities:• Oversee daily trust account transactions, ensuring accuracy and compliance with policies and procedures.• Review legal documents and monitor discretionary distributions to ensure proper execution.• Execute account setup and closure processes while maintaining accurate trust accounting entries and tax coding.• Conduct account reviews and manage correspondence notices, including monitoring critical deadlines such as tax filings.• Collaborate with external partners, including attorneys and CPAs, to ensure seamless communication and risk management.• Provide high-quality service to clients and financial associates, fostering relationships to support business growth.• Support departmental initiatives by serving as a subject matter expert and participating in assigned projects.• Adapt to process changes and efficiencies within the trust work environment to improve operations.

• Associate degree in business or a related field. • Minimum of 3 years of experience in trust administration, banking, estate settlement, or a related financial environment. • Proven ability to prioritize tasks and manage multiple responsibilities effectively. • Strong problem-solving skills with a detail-oriented mindset. • Ability to work collaboratively within a team and adapt to a dynamic environment. • Excellent written and verbal communication skills. • Proficiency in Microsoft Office Suite. • Self-motivated and capable of working independently with minimal supervision.

<h3 class="rh-display-3--rich-text">TalentMatch®</h3> Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

Appleton, WI
remote
Temporary
20.00 - 24.00 USD / Hourly
We are looking for a detail-oriented Administration Specialist to join our team in Appleton, Wisconsin. In this contract position, you will play a critical role in ensuring the efficient management of trust accounts while adhering to regulatory and internal standards. This role requires a proactive individual who can effectively collaborate with internal and external partners to deliver exceptional service in a financial services environment. Responsibilities:• Oversee daily trust account transactions, ensuring accuracy and compliance with policies and procedures.• Review legal documents and monitor discretionary distributions to ensure proper execution.• Execute account setup and closure processes while maintaining accurate trust accounting entries and tax coding.• Conduct account reviews and manage correspondence notices, including monitoring critical deadlines such as tax filings.• Collaborate with external partners, including attorneys and CPAs, to ensure seamless communication and risk management.• Provide high-quality service to clients and financial associates, fostering relationships to support business growth.• Support departmental initiatives by serving as a subject matter expert and participating in assigned projects.• Adapt to process changes and efficiencies within the trust work environment to improve operations.
2025-12-16T21:43:49Z

Trust Administration Specialist Job in Appleton, WI | Robert Half