Top 219 Senior systems Jobs in Winona, Mn

Trust Operations Assistant
Merchants Bank —Winona, MN
- $18.99 - $22.31 an hour
- Email
- In person
- Microsoft Outlook
- Mid-level
- Office
- Dental insurance
- 401(k)
Quick Apply
9d
Senior Data Scientist - AI Trainer
DataAnnotation —Minnesota
- $50 - $100 an hour
- Part-time
- Remote
- Computer Science
- English
- 3 years
- Flexible schedule
Quick Apply
Senior Quantitative Analyst - AI Trainer
DataAnnotation —Minnesota
- $50 - $100 an hour
- Part-time
- Remote
- Computer Science
- English
- Mid-level
- Flexible schedule
Quick Apply
Plant Manager
DuraTech Industries —La Crosse, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid time off
Quick Apply
3d
Senior MEP Project Manager - Data Center
M. A. Mortenson Company —Minnesota
- $144,300 - $238,400 a year
- Construction site
- Customer service
- 5 years
- AD&D insurance
- Paid holidays
Residential Maintenance Technician
Heritage Senior Living —La Crosse, WI
- Up to $31 an hour
- On call
- Clean driving record
- Customer service
- Mid-level
Quick Apply
2d
Senior Corporate Accounting Manager
Ashley Furniture Industries, LLC. —Arcadia, WI
- Microsoft Excel
- CPA
- ERP systems
- Paid holidays
- Disability insurance
General Superintendent - Civil Large Grading Projects
M. A. Mortenson Company —Minnesota
- $178,800 - $268,200 a year
- Weekends as needed
- Hybrid work
- Construction site
- Driver's License
- Bachelor's degree
- AD&D insurance
- Paid holidays
Nurse Practitioner or Physician Assistant - $10k Sign On Bonus
Curana Health —Winona, MN
- $115,000 - $125,000 a year
- Full-time
- Nursing
- Clean driving record
- Skilled nursing facility
- Paid holidays
- Disability insurance
Assistant Credit Manager
Ashley Furniture Industries, LLC. —Arcadia, WI
- Microsoft Excel
- Microsoft Outlook
- ERP systems
- Profit sharing
- Health insurance
Facility Maintenance Manager
Fanatics Commerce —Winona, MN
- $46.15 - $57.69 an hour
- 5 years
- Microsoft Office
- High school diploma or GED
Quick Apply
Site Change Leader
Syensqo —Winona, MN
- $112,000 - $163,000 a year
- Background check
- 5 years
- Bachelor of Science
- Relocation assistance
Quick Apply
HR Generalist
Saint Mary's University —Winona, MN
- $60,000 - $68,000 a year
- Online Application
- Microsoft Excel
- Customer service
- Mid-level
- AD&D insurance
- Disability insurance
Associate Commercial Lines Account Manager
WA Group —Winona, MN
- Full-time
- Mid-level
- Administrative experience
- Organizational skills
- Health insurance
- 401(k)
Quick Apply
VP of Human Resources
DuraTech Industries —La Crosse, WI
- Full-time
- 5 years
- Basic math
- English
Quick Apply
1d
Communication Specialist
Saint Mary's University —Winona, MN
- $50,000 - $56,000 a year
- Weekends as needed
- Marketing
- English
- Research
- Disability insurance
- Health insurance
Associate Admin Assistant - Licensing
Fanatics Commerce —Winona, MN
- $18.00 - $18.50 an hour
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Senior Accountant
HTP Energy —Onalaska, WI
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid holidays
- Disability insurance
Senior Financial Analyst
DLF Seeds A/S —La Crosse, WI
- 5 years
- Office
- Finance
- Paid holidays
- Disability insurance
IT Senior Database Administrator
Fastenal —Winona, MN
- $85,000 - $130,000 a year
- Full-time
- Background check
- Azure
- Computer Science
4d

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Trust Operations Assistant

Merchants Bank -
Winona, MN

Quick Apply

Job Details

Full-time
$18.99 - $22.31 an hour
9 days ago

Benefits

Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Vision insurance
Employee stock ownership plan

Qualifications

Confidential information handling
Microsoft Outlook
Spreadsheets
Cash flow monitoring
High school diploma or GED

Full Job Description

Merchants Bank, Winona, an opening for a Trust Operations Assistant. Hours are generally 8:00am – 4:30pm Monday – Thursday and 8:00am – 5:00pm on Friday.

This position provides a variety of operational duties associated with trusts and investment accounts and giving exceptional customer service to clients. Duties also include preparing new account documents, managing client cash flows, balancing accounts, processing distributions, working with tax information and preparation and preparing reports.

Must have experience working with Microsoft Suite programs, able to communicate effectively, be detail oriented and organized, and have customer service experience. Familiarity with bookkeeping, accounting and investment concepts preferred. Post secondary degree preferred.

Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options.

Please click on Apply Now or apply in person at Merchants Bank, Winona (102 E 3rd Street). Questions can be emailed to [email protected]. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Job Summary:
The primary role of the Trust Operations Assistant will be to assist with day-to-day operations associated with handling client accounts and delivering exceptional customer experience to clients.

Essential Responsibilities:
As directed by experienced trust personnel, assist with and complete administrative and operational tasks associated with trusts and investment accounts including but not limited to the following:

Answer phones and serve as the first impression for communication with clients
Handle departmental mail inflows and outflows
Completion of internal documents, client correspondence, reports, and meeting minutes
Assist in completion of internal reviews and reports
Process and archive client documents and closed accounts
Document account files following client interactions and meetings with Trust Officers
Prepare new account documents for signature
Set up new accounts and assist with collection of assets
Assist with preparation of reports and client meeting materials
Obtain tax identification numbers
Verify vendor account statements and invoices
Assist with regular balancing of accounts and reconciliations
Work with spreadsheets, software systems, tickler systems, and electronic file transfer systems
Handle state tax withholdings, tax ledgers, dividend reporting, contributions and distributions within investment accounts and transfers between accounts
Assist with posting transactions and managing ACH payments
Assist with monitoring and managing client account cash flows
Process monetary distributions associated with client accounts and corresponding documentation
Assist with collection of information for tax return preparation and coordinate tax filings
Assist with management of securities movement between bank and securities custodian
Assist with rebalancing investment accounts and trading as directed by Trust Officers
Serve as back-up to other department team members
Communicate with clients and refer or escalate to Trust Officers as appropriate
Perform other duties as directed by Trust Department Manager, Trust Officers and other experienced personnel of the Trust Department.

Additional Expectations:

Regular and dependable attendance
Contribute to a positive work environment
Greet internal and external customers in a friendly and outgoing manner
Ensure internal and external customers receive outstanding service experiences
Timely completion of appropriate online compliance module requirements

Skills and Abilities Required:
High school diploma or equivalent. Post secondary degree preferred. Minimum of one year experience in customer service or related field required. Experience in financial, banking, accounting, legal or related industry preferred. Familiarity with investment, accounting, or bookkeeping concepts preferred.

The ideal candidate will be detail oriented, organized, task driven, and good with numbers, calculations, cash flows, and balancing accounts. The ideal candidate will be able to manage time and work efficiently in a fast-paced environment. The ideal candidate will have an ability to solve problems and be able to work independently within a team environment. The ideal candidate will have excellent written and oral communication skills and be able to communicate clearly while interacting with customers. The ideal candidate will have strong computer and technical skills including use of Microsoft Word, Excel, Outlook, and PowerPoint. The ideal candidate must be able to recognize, protect and maintain the confidential nature of our client relationships.

Working Conditions:
Work is performed inside mostly at a desk or at a computer. Will have contact with customers, public, and co-workers, and is to conduct relationships in a manner that will enhance the professional image of the bank and Trust Department. Low noise level with no exposure to environmental hazards such as chemicals.

Physical Demands:
Work will be performed sitting at a desk; very low degree of lifting, generally not over 10 pounds in weight or pressure. Position will require average finger dexterity to operate normal office equipment, such as computer, scanner, phone, copier, etc.

Relationships:
Supervised by the Trust Department Operations Team Lead but will be expected to take direction from and work effectively with other senior personnel for fulfillment of functions and responsibilities.

Quick Apply

Refine Your Search

senior systems jobs in winona, mn

Trust Operations Assistant

Senior Data Scientist - AI Trainer

Senior Quantitative Analyst - AI Trainer

Plant Manager

Senior MEP Project Manager - Data Center

Residential Maintenance Technician

Senior Corporate Accounting Manager

General Superintendent - Civil Large Grading Projects

Nurse Practitioner or Physician Assistant - $10k Sign On Bonus

Assistant Credit Manager

Facility Maintenance Manager

Site Change Leader

HR Generalist

Associate Commercial Lines Account Manager

VP of Human Resources

Communication Specialist

Associate Admin Assistant - Licensing

Senior Accountant

Senior Financial Analyst

IT Senior Database Administrator

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