Assistant Trust Officer

Wealth Enhancement; Madison (WI); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401k with match and profit sharing

Paid time off (PTO)

Paid holidays

Tuition reimbursement

Job summary

Wealth Enhancement seeks an Assistant Trust Officer to administer assigned accounts with Trust Officers, delivering premier service and ensuring accurate activity compliant with governing documents and regulations. The role requires knowledge of trust administration, attention to detail, and sound judgment to determine steps and escalation needs.

The on-site position offers a base salary range of $60,000 to $70,000 with a strong focus on client relationships, documentation, and cross-functional

Qualifications

• Associate degree or equivalent combination of education and experience.
• 2–5 years of financial services experience preferred.
• Basic knowledge of trust administration principles and practices preferred.
• Strong written and verbal communication skills with clients, advisors and colleagues.
• Proficiency with Microsoft Office Suite and ability to learn complex trust and financial software systems.
• Self-motivated, detail-oriented and highly organized.
• Ability to manage complex assignments with limited supervision and coordinate across functions.

Responsibilities

• Provide administrative and account support to Trust Officers.
• Research and resolve non-routine account administration matters and present recommendations.
• Coordinate account openings and closings with required documentation and updates.
• Review disbursements and account activity for issues requiring resolution.
• Maintain audit-ready account records and generate reports from trust systems.
• Deliver responsive client service and assist with client meetings.

Skills

Trust administration knowledge

Attention to detail

Client service

Microsoft Office

Education

Associate degree or equivalent

2–5 years financial services experience preferred

Tools

Microsoft Office Suite

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for an Assistant Trust Officer! The Assistant Trust Officer administers assigned accounts in partnership with Trust Officers and contributes to the management of client relationships. The role combines account administration, client service, and resolution of administrative matters within delegated authority to deliver premier service, strengthen client satisfaction and retention, and ensure accurate account activity that complies with governing documents, internal policies and procedures, and applicable regulatory requirements. Success in this role requires a working knowledge of trust administration, principal and income concepts, and the internal requirements for processing and documenting trust transactions. The Assistant Trust Officer must be able to independently determine the steps and documentation needed to complete an assignment and follow work through completion. The role exercises independent judgment in determining when escalation or additional approval is required. Effective performance requires initiative, sound judgment, attention to detail, strong organization, and the ability to establish priorities, manage competing responsibilities, and meet deadlines with limited supervision.

This role is an On-site position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000 to $70,000, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Account Administration

• Provide comprehensive administrative and account support to Trust Officers while independently managing assigned responsibilities within established authority.
• Independently research and evaluate non-routine account administration matters, develop recommended courses of action, and present conclusions and rationale to the Trust Officer or appropriate decision-maker.
• Coordinate account openings and closings, ensuring required documentation, approvals, system updates, and account records are complete and accurate.
• Coordinate transactions by reviewing instructions and supporting documentation for completeness and accuracy.
• Review pending disbursements, cash balances, and account activity to identify potential overdrafts, funding needs, transaction issues, or other exceptions requiring resolution.
• Complete assigned portions of annual account reviews, research exceptions or deficiencies, and coordinate resolution with Trust Officers and other appropriate partners.
• Maintain complete, organized, accurate, and audit-ready account records, including documentation of material account activity, decisions, transactions, exceptions, and follow-up.
• Generate accurate and timely reports from trust systems and research discrepancies or exceptions identified through reporting.
• Provide account administration coverage for team members as needed.

Client Service

• Act as a primary client contact for assigned accounts: receive and route requests, coordinate timely follow-up, support regular communication from Trust Officers, and help maintain accurate client reports and communications.
• Deliver responsive front-line service by tracking requests, following up on outstanding items, and helping resolve them promptly.
• Assist with preparation for client meetings.
• Record client interactions in the appropriate trust systems and keep supporting records complete and organized.
• Prepare concise written recommendations and status updates for Trust Officers, management, committees, compliance, or other internal partners as requested.
• Make day-to-day decisions regarding the sequence, method, and resources used to complete assigned responsibilities, while operating within established authority and control requirements.

Team and Company Support

• Contribute to trust company and departmental projects as assigned.
• Participate in cross-training and share knowledge of systems, procedures, and job responsibilities.
• Participate in staff meetings, committees, offsites, team-building activities, and change-management initiatives.
• Perform other duties and special assignments as requested.

Education/Qualifications

• Associate degree or an equivalent combination of education and relevant experience.
• Two to five years of financial services experience preferred.
• Basic knowledge of trust administration principles and practices preferred.
• Strong written and verbal communication skills, with the ability to communicate effectively with clients, advisors, and colleagues.
• Proficiency with Microsoft Office Suite and the ability to learn complex trust and financial software systems.
• Self-motivated, detail-oriented, and highly organized.
• Ability to manage complex assignments or projects with limited supervision, coordinate across functions, and communicate risks, decisions, and recommended solutions clearly.
• Demonstrated ability to prioritize work, meet deadlines, and complete assignments accurately with limited follow-up.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

WeG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $60,451.00 - $71,000.00. However, the base salary range bolded above ($60,000 to $70,000) is what we expect to pay as a starting range for this position.

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit