Senior Trust Officer | Client-Focused Wealth Steward

WNB Financial NA; Eau Claire (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

WNB Financial NA seeks a Trust Administrator to direct and coordinate the creation and administration of trust and related accounts. The role encompasses compliance with federal/state regulations and coordination with trustees, investment managers, and advisers.

The candidate will review accounts, communicate with clients, and help grow department assets under management while ensuring accuracy and confidentiality in all client information.

Qualifications

• Bachelor-level degree in accounting, finance, business or equivalent is desired.
• Three years of trust administration experience or equivalent required.
• Must have courteous, professional customer service attitude and strong verbal/written communication skills.

Responsibilities

• Administers Trust Department Accounts and reviews client statements to ensure accuracy and compliance.
• Meets with owners/beneficiaries to review accounts and discusses investment goals and disbursements.
• Confers with CPAs, attorneys, and vendors; maintains relationships and supports trust services.

Skills

Verbal communication

Written communication

Confidentiality

Computer skills

Mathematical skills

Time management

Problem solving

Education

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

Job description

WNB Financial NA seeks a Trust Administrator to direct and coordinate the creation and administration of trust and related accounts. The role encompasses compliance with federal/state regulations and coordination with trustees, investment managers, and advisers.

The candidate will review accounts, communicate with clients, and help grow department assets under management while ensuring accuracy and confidentiality in all client information.