Associate Trust Officer

Wealth Enhancement Group; Phoenix (AZ); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401k with match

PTO and holidays

Tuition assistance

Job summary

Wealth Enhancement Group is seeking an Associate Trust Officer to administer a portfolio of trust accounts and coordinate with internal teams to ensure accuracy and compliance. This on-site role can be located in Phoenix or Sioux Falls, SD, with a base salary of $90,000 to $110,000 plus bonuses where applicable.

The position emphasizes client service and regulatory adherence. Ideal candidates will have a Bachelor's degree or equivalent, 2+ years in trust, strong communication, and familiarity

Qualifications

• Excellent written and verbal communication skills across all levels.
• Strong organizational abilities and attention to detail.
• Comfort with AI tools and prompt engineering for productivity.
• Experience with trust/account administration software a plus.

Responsibilities

• Administer client accounts portfolio including complex structures.
• Serve as primary contact for clients, advisors, and external partners.
• Coordinate distributions, transfers, and daily account activity.
• Maintain audit-ready account documentation and periodic reviews.
• Support trust onboarding and closing packages; ensure regulatory compliance.

Skills

Communication skills

Organization skills

AI literacy

Microsoft Office

Education

Bachelor's degree or equivalent

CTFA designation a plus

Tools

Salesforce

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.

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 in either our Sioux Falls, SD OR Phoenix, AZ for anAssociate Trust Officer! The Associate Trust Officer is responsible for administering a portfolio of trust accounts in accordance with governing documents, company policies, and regulatory requirements. This role requires exercising independent judgment, delivering high-quality client service, and collaborating closely with internal teams to ensure operational accuracy and compliance.

This role is anOn-siteposition that can be located either in our Sioux Falls, SD or Phoenix, Arizona office.

In the spirit of pay transparency, we are excited to share the base salary range for this position is$90,000.00 to $110,000.00, 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

Client and Account Administration

• Administer a portfolio of client accounts, including those with complex structures and diverse asset classes.
• Serve as the primary contact for clients, advisors, and external partners.
• Answer client questions and coordinate delivery of services.
• Facilitate and oversee distributions, transactions, and daily account activity.
• Maintain ongoing client communication and service delivery.
• Review account activity, statements, and fee collection.
• Oversee the completion of the tax preparation process.
• Perform annual account reviews.
• Maintain complete and audit-ready account documentation.
• Review onboarding documentation and account closing packages.
• Process asset additions, transfers, and revocations.
• Ensure timely completion of all assigned projects.

Risk, Compliance, and Governance

• Adhere to company policies, procedures, and regulatory requirements, including BSA/AML.
• Support audits, examinations, and regulatory interactions.
• Complete annual administrative, risk, and investment reviews.
• Prepare and present discretionary requests to committee.
• Promote a strong compliance culture and support process improvements.

Communication and Team Support

• Assist in training and mentoring assigned team members.
• Participate in department meetings and initiatives.
• Support process consistency and operational improvements.
• Partner with and communicate frequently and effectively with Financial Advisors and clients’ attorneys on all trust and estate matters.
• Attend and coordinate with external client advisors, including accountants, attorneys, and family offices.
• Other projects and duties as assigned.

Education/Qualifications

• Bachelor's degree or equivalent as demonstrated through one or a combination of the following: work experience, training, military experience, education
• Minimum of 2 years’ experience in the trust industry preferred.
• Well-developed written and verbal communication skills with the ability to interact effectively at all organizational levels.
• Strong organizational skills and attention to detail.
• Experience with Microsoft Office Suite.
• CTFA designation a plus.
• Salesforce experience a plus.
• AI Literacy as demonstrated ability to effectively use AI tools and technologies in daily work tasks.
• Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.
• Comfort with learning new AI applications and understanding their appropriate use cases and limitations.

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 $79,200.00 - $110,000.00. However, the base salary range bolded above ($90,000.00 to $110,000.00) is what we expect to pay as a starting range for this position.

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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)

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 for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.