On-Site Trust Administration Assistant

Wealth Enhancement; Bismarck (ND); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Health Savings Account (HSA) with aem

401k with match and profit sharing

Paid time off and holidays

Job summary

Wealth Enhancement seeks an Assistant Trust Officer to administer assigned accounts, support Trust Officers, and handle client service activities. The role requires working knowledge of trust administration, attention to detail, and effective communication within a team.

The position is on-site with a base salary range of $60,000 to $70,000, exclusive of bonuses and benefits. Apply with compensation expectations and join a client-focused wealth management team.

Qualifications

• Strong written and verbal communication skills
• Ability to manage complex assignments with limited supervision
• Proficiency with Microsoft Office Suite and trust software systems
• Self-motivated, detail-oriented, highly organized

Responsibilities

• Provide comprehensive administrative and account support to Trust Officers within established authority
• Independently research and evaluate non-routine account administration matters and present recommendations
• Coordinate account openings and closings with required documentation and system updates
• Review disbursements, cash balances, and account activity to identify issues and resolve
• Maintain audit-ready account records and generate reports from trust systems
• Prepare written recommendations and status updates for internal partners
• Deliver reliable client service and support for meetings and communications
• Assist with team projects and cross-training as needed

Skills

Communication skills

Attention to detail

Organizational skills

Education

Associate degree or equivalent experience

Tools

Microsoft Office Suite

Job description

Wealth Enhancement seeks an Assistant Trust Officer to administer assigned accounts, support Trust Officers, and handle client service activities. The role requires working knowledge of trust administration, attention to detail, and effective communication within a team.

The position is on-site with a base salary range of $60,000 to $70,000, exclusive of bonuses and benefits. Apply with compensation expectations and join a client-focused wealth management team.