Senior Trust Administration & Wealth Services Lead

WNB Financial; Holmen (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

WNB Financial in Holmen, Wisconsin seeks an experienced Trust Administrator to coordinate and manage fiduciary accounts, including trust, estate, and retirement plans. You will liaise with beneficiaries, review transactions, oversee investments, and prepare periodic performance reports.

The role requires strong communication, rigorous compliance, and the ability to manage confidential client information while supporting growth of assets under management.

Qualifications

• Four-year college degree in accounting, finance, business or equivalent desired.
• Three years trust administration experience or equivalent required.
• Must possess courteous and professional customer service attitude.
• excellent verbal and written communication skills for interacting with clients and co-workers.
• Must possess strong computer skills and ability to input/retrieve information.
• Must be a self-starter and independent thinker.

Responsibilities

• Meets with and prepares written communication to owners/beneficiaries to review client accounts.
• Reviews account transactions, directs disbursements, allocates income, prepares monthly account reviews.
• Sets and monitors investment allocations/investment objectives.
• Provides communication and validation of investment goals/objectives with clients, provide investment performance.
• Oversees preparation of annual distribution reports for Trust IRA clients.
• Call on current and prospect clients to help grow Department AUM and accounts.

Skills

Communication skills

Trust administration

Computer skills

Customer service attitude

Self-starter

Time management

Education

Four-year college degree in accounting, finance, business or equivalent

Three years trust administration experience

Tools

Trust System Software

Job description

WNB Financial in Holmen, Wisconsin seeks an experienced Trust Administrator to coordinate and manage fiduciary accounts, including trust, estate, and retirement plans. You will liaise with beneficiaries, review transactions, oversee investments, and prepare periodic performance reports.

The role requires strong communication, rigorous compliance, and the ability to manage confidential client information while supporting growth of assets under management.