Strategic Trust Officer & Client Advisor

Wnbfinancial; Winona (MN); On-site; USD 70,000 - 110,000; Full time

Job summary

Wnbfinancial is seeking a Trust Administrator to direct and coordinate activities for trust accounts, investment agency, wills, and retirement accounts. You will manage relationships with owners, beneficiaries, and clients while ensuring compliance with regulations.

The role covers reviewing transactions, directing disbursements, setting investment objectives, and preparing annual reports. Strong communication and confidentiality are essential in this client-facing position.

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 professionally with clients and co-workers.
• Must possess strong computer skills, ability to input and retrieve computerized information; strong mathematical skills; legible handwriting.
• Must be able to deal effectively with time pressures and stress that can change hourly depending on level of client activity; problem solving and technical research skills.
• Must be a self-starter and independent thinker and meet goals as outlined by Vice President Trust Manager.

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.
• Reviews fiduciary tax returns, individual tax returns and client information
• Works closely with SEI staff for support/training of Trust System Software and provides training to Trust staff

Skills

Verbal and written communication

Customer service orientation

Problem solving

Technical/computer skills

Education

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

Tools

Trust System Software

Job description

Wnbfinancial is seeking a Trust Administrator to direct and coordinate activities for trust accounts, investment agency, wills, and retirement accounts. You will manage relationships with owners, beneficiaries, and clients while ensuring compliance with regulations.

The role covers reviewing transactions, directing disbursements, setting investment objectives, and preparing annual reports. Strong communication and confidentiality are essential in this client-facing position.