On-site Trust Operations Associate

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

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