Personal Trust Assistant
Personal Trust Assistant
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Job Description
Are you highly organized analytical and ready to grow your career in the trust and estate field
Prairie Trust a division of Waukesha State Bank is seeking a Personal Trust Assistant to support our Senior Trust Administrators. In this full-time onsite role youll be responsible for processing transactions preparing paperwork maintaining account records and assisting with client requests and reporting. Youll play a key role in ensuring timely accurate support that aligns with regulatory and departmental standards-all while learning from experienced professionals in a collaborative environment.
This position is ideal for someone with a bachelors degree or relevant experience in business finance or accounting who thrives in a detail-driven fast-paced setting. You should enjoy problem-solving meeting deadlines and improving processes with a desire to work toward the Certified Trust and Fiduciary Advisor (CTFA) designation. Whether you already have trust and estate experience or are eager to learn Prairie Trust offers training and a supportive team committed to your growth. Join us and help deliver exceptional service in a community banking environment where people come first.
Prairie Trust Profile: Prairie Trust a division of Waukesha State Bank is the premier fiduciary-focused trust company in Wisconsin specializing in personal trust administration estate settlement services special needs trusts and investment management for high-net-worth individuals. Prairie Trust also practices an Advisor-Friendly approach collaborating with financial advisors in the responsibilities of trust management while relying on the financial advisor to provide investment management services. For more information on Prairie Trust visit .
This is an onsite position in Waukesha WI
Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen.
EOE Disability/Vet
Employment Type
Full-Time
