Associate Trust Officer
Associate Trust Officer
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Job Description
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80000 households from our over 140 offices - and growing - nationwide.
Since 1997 Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information please visit .
The Associate Trust Officer is responsible for managing trust accounts and ensuring compliance with legal regulatory and fiduciary obligations. This role involves building and maintaining strong client relationships providing personalized advice and ensuring the efficient administration of accounts. The Associate Trust Officer will work closely with clients beneficiaries and other professionals to achieve account objectives while protecting the companys reputation and interests.
Primary Job Functions
Account Administration
Administer assigned account relationships in accordance with trust company policies and governing documents.
Represent the organization in client meetings and presentations.
Maintain client relationships meet with clients respond to client communications and coordinate delivery of services.
Proactively address client needs and concerns ensuring satisfaction and long-term retention.
Facilitate and oversee account transactions disbursements and distributions.
Monitor account activity daily.
Oversee tax return preparation.
Complete annual account reviews.
Coordinate with investment professionals to ensure account investments in line with policies and account objectives.
Onboard new business.
Regulatory and Compliance
Participate in the administrative and investment review processes.
Stay up to date with relevant laws and regulatory requirements.
Assist with the implementation and adherence to policies processes and business standards.
Collaboration and Teamwork
Partner with and communicate frequently and effectively with investment professionals.
Participate in committees as assigned.
Attend and coordinate with external client advisors accountants and attorneys.
Provide input on team projects.
Work on other projects as assigned.
Education/Qualifications
Minimum of 2 years of experience in fiduciary services and trust administration.
Knowledge of fiduciary principles trust and estate administration and wealth management.
Well-developed interpersonal skills and communication abilities.
Detail oriented organized and adaptable
Experience with Microsoft Office suite.
Certified Trust and Fiduciary Advisor (CTFA) or similar professional designation in place or obtained within three years of employment.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness financial well-being professional development and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical dental and vision coverage (Available to employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical dependent and transit expenses
Life and AD&D insurance employer paid and voluntary options
Short-term and long-term disability workers compensation employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits including pet insurance
18 days of paid time off (PTO) accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition licensing and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.
Required Experience:
IC
Employment Type
Full-Time
