Top 14 Trust officer 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
Trust Officer
WNB Financial NA —Holmen, WI
- Full-time
- Word processing
- Computer literacy
- Basic math
1d
Trust Investment Specialist
WNB Financial NA —Winona, MN
- $21.36 - $32.03 an hour
- Overtime
- Word processing
- Research
- Mid-level
- Retirement plan
1d
Mortgage Loan Officer
CITIZENS FIRST BANK —Holmen, WI
- Full-time
- Mid-level
- Office
- 3 years
- Life insurance
- Retirement plan
Quick Apply
12d
Senior Financial Analyst
J.F. Brennan Company, Inc. —La Crosse, WI
- CPA
- Writing skills
- ERP systems
- Profit sharing
- Health insurance
Quick Apply
Nuclear Quality Assurance (NQA) Manager
J.F. Brennan Company, Inc. —La Crosse, WI
- 5 years
- Office
- High school diploma or GED
- Profit sharing
- Health insurance
Quick Apply
10d
Finance Manager
J.F. Brennan Company, Inc. —La Crosse, WI
- 6 years
- CPA
- Office
- Profit sharing
- Health insurance
Quick Apply
Universal Banker
TS Banking Group —Arcadia, WI
- From $18 an hour
- Weekends as needed
- Word processing
- Computer literacy
- Basic math
- Wellness program
- Health insurance
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

Discover related jobs

Based on your search for trust officer jobs.

Paralegal Assistant
Yanowitz Law Firm —Rochester, MN
Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives, under attorney guidance.
$24 - $27 an hour
Quick Apply
11d
Administrative Assistant
Yanowitz Law Firm —Rochester, MN
Make follow-up calls to clients and process daily mail. Answer the phone and greet clients with warmth and a genuine smile in your voice.
$20 - $23 an hour
Quick Apply
11d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Staff Psychiatric Mental Health Nurse Practitioner (PMHNP) — Remote | Telehealth | Full-Time or Part-Time | Ohio
Legion Health —Columbus, OH
Active, unrestricted state-issued authority to practice as a PMHNP in at least one U.S. state or jurisdiction. Full-time and part-time positions are available.
$150,000 - $300,000 a year
4d
Access Control Screening Officer
Securitas Security Services —Jeffersonville, OH
Must be able to meet and continue to meet any applicable state, county, and municipal licensing requirements for Security Officers/Guard.
$21.00 - $21.75 an hour

Show more jobs in cities nearby

I want to receive the latest job alert for trust officer in winona, mn

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

trust officer jobs near winona, mn

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

trust officer jobs in winona, mn

Trust Operations Assistant

Trust Officer

Trust Investment Specialist

Mortgage Loan Officer

Senior Financial Analyst

Nuclear Quality Assurance (NQA) Manager

Finance Manager

Universal Banker

Relationship Manager – Private Wealth & Tax Solutions

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for trust officer in winona, mn

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected