• Full Time
  • Appleton, WI
  • This position has been filled
  • Salary: $20.00-$22.00/hr. based on experience
Job ID: 141595


Are you an Estate & Trust Administrative Assistant who works well with numbers? Are you an Estate & Trust Administrative Assistant who is looking for an opportunity within a solid & stable company that offers great benefits?

Our client is an independent, privately owned company that provides high quality trust and custody services to clients.


As an Estate & Trust Administrative Assistant, you will provide post death administration.

  • Gather asset information
  • Collect beneficiary contact information
  • Assist officers with new account pre-acceptance protocols and new beneficiary mailings
  • Change mailing addresses
  • Stop any automatic deposits and distributions to/from decedent accounts
  • Contact credit reporting agencies
  • Process incoming mail, monitor daily account transactions, account balances, pay bills/expenses and process distributions
  • Assist with contacting financial institutions
  • Determine/value assets as of date of death and schedule appointments with appraisers as necessary
  • Assist with safeguarding and maintaining physical assets by traveling to personal residences & banks to close safe deposit boxes
  • Contact credit card companies, utility & service providers, insurance companies, funeral homes, etc to close accounts
  • Obtain refunds of unused health care and other insurance premiums, pre-paid or overpaid accounts, payment of account rewards, etc.
  • Prepare and send correspondence to beneficiaries
  • Communicate with attorneys and paralegals on legal matters and/or probate court proceedings, real estate transfers, etc.
  • Coordinate final asset/cash distributions to beneficiaries or successor fiduciaries
  • Gather all tax information necessary to complete any final returns
  • Support officers as secondary contact for beneficiaries, attorneys, investment advisors, accountants and others
  • Assist with shared responsibilities for the office


  • Administrative or executive administrative assistant, office manager, banking, finance and/or mortgage experience
  • Bill pay, light accounting or finance knowledge
  • Financial documents, wills, stocks & bonds experience a plus
  • MSWD & Excel skills
  • Strong numbers capability
  • Detailed
  • Professional communication skills


  • Fantastic work environment with great people
  • Solid & stable company
  • Great opportunity to learn a new industry and work for a growing co
  • Potential opportunity for growth
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • 401(k)
  • Paid holidays
  • Paid vacation


Hours: 8:30am-5:00pm

Length: Temporary-to-Hire

Pay for the Estate Trust Administrative Assistant position: $20.00-$22.00/hr. based on experience

Location: Appleton, WI

Job ID: 141595

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.