Top 18 Trust officer Jobs in Onalaska, Wi

Trust Officer
WNB Financial NA —Holmen, WI
- Full-time
- Word processing
- Computer literacy
- Basic math
18h
VETERANS SPECIALIST
La Crosse County —La Crosse, WI
- $22.02 - $29.28 an hour
- Weekends as needed
- Microsoft Outlook
- 5 years
- HIPAA
Quick Apply
Mortgage Loan Officer
CITIZENS FIRST BANK —Holmen, WI
- Full-time
- Mid-level
- Office
- 3 years
- Life insurance
- Retirement plan
Quick Apply
12d
Executive Partner
Organic Valley —Cashton, WI
- $80,641.60 - $100,817.60 a year
- Hybrid work
- Research
- Office
- Bachelor's degree
- Paid parental leave
- AD&D insurance
3d
Trust Investment Specialist
WNB Financial NA —Winona, MN
- $21.36 - $32.03 an hour
- Overtime
- Word processing
- Research
- Mid-level
- Retirement plan
1d
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
LAW ENFORCEMENT - PATROL DEPUTY
La Crosse County —La Crosse, WI
- Full-time
- Clean driving record
- 5 years
- Pass drug screening
Quick Apply
SOCIAL SERVICE SPECIALIST - JUVENILE DETENTION CENTER
La Crosse County —La Crosse, WI
- 8 hour shift
- Clean driving record
- Computer literacy
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
SOCIAL SERVICE SPECIALIST - JUVENILE DETENTION CENTER - PART TIME
La Crosse County —La Crosse, WI
- $23.99 an hour
- 8 hour shift
- Computer literacy
- Pass drug screening
- Mid-level
Quick Apply
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
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

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Associated Milk Producers Inc. —Blair, WI
Bachelor’s degree in safety management, industrial health and safety, a discipline of safety engineering or related field from accredited college or university…
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VETERANS SPECIALIST
La Crosse County —La Crosse, WI
The position ensures accurate application of federal and state regulations, advocates on behalf of clients, and promotes access to earned benefits while…
$22.02 - $29.28 an hour
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Trust Officer

WNB Financial NA -
Holmen, WI

Apply Now

Job Details

Full-time
18 hours ago

Qualifications

Computer operation
Customer communication
Confidential information handling
Basic math
Employee relationship building
Research
Industry knowledge of financial regulations
Data entry

Full Job Description

Description:

Directs and coordinates activities relating to creating and administering trust accounts in accordance with terms creating trust, investment agency, wills, estate, and retirement accounts. Manages accounts for which the financial institution acts as the trustee, investment manager, guardian, agent, and as personal representative. Understands and completes job responsibilities in accordance with federal and state compliance regulations.

Principal Duties and Responsibilities:

Administers Trust Department Accounts 70%

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.

Confers with vendors, accountants, and attorneys 10%

Nurture, maintain and enhance current relationships with CPAs and Attorneys in the local surroundings for current Clients and possible future business.
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

Additional Duties and Responsibilities 20%

Oversees Trust Administration Committee (TAC) and Trust Committee of the Board (TCB) meeting preparation
Serves on bank committees as needed and community organizations
Participates in internal and external training and development opportunities as required

Requirements:

Work Relationships and Scope:

Reports to VP Trust Manager. Works regularly with clients and co-workers. Regular contact with suppliers/vendors and trade/professional affiliations. Works regularly with highly confidential business and client information. Participates in Bank committees and community events.

Performance Dimensions:

Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; versed on trust products and services; customer satisfaction with services provided; keeps Bank and client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops good working relationships with all co-workers and clients; professional workplace appearance and conduct; honesty and integrity in all client and co-worker communications; reliability in reporting to work regularly and on time; understands Bank policies and procedures and applicable state and federal regulations. Stays current in field and utilizes that information where practical; participates in training and appropriate professional development. Demonstrates professionalism, commitment to the job, and loyalty to the Bank.

Knowledge, Skills and Abilities:

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 (both pleasant and difficult situations) and relating to other co-workers; ability to maintain the integrity of highly confidential client and Bank information. Must possess strong computer skills, technical ability to input and retrieve computerized information; strong mathematical skills (add, subtract, multiply, divide, fractions, percentages, decimals); legible handwriting. Must be able to deal effectively with time pressures and stress that can change hourly depending on level of client activity; effective problem solving and technical research skills. Must be a self-starter and independent thinker and meet goals as outlined by Vice President Trust Manager.

Working Conditions:

Work is performed largely in an office environment with minimal chance for personal injury. Regular contact with clients and co-workers. Frequent in-town/local travel required for business meetings. Occasional out-of-town and overnight business travel (air or auto) is required for business and education. Regular mental and visual concentration for computer usage required. Regular use of telephone. Regular use of keyboard for approximately 6 hours per day. Receive and provide detailed information through verbal communication. Requires near, mid-range, and far vision; field of vision. Will alternate sitting, standing, and walking throughout work shift. Bend, turn, lift and carry up to 20 pounds in documents and office supplies. Climbs stairs. Hours of work are generally during regular business hours and average at least 40-45 hours a week. There will be some variation in work hours due to special projects, deadlines, community events, and other concerns.

Equipment Used:

Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet, and other bank specific software. Utilizes a variety of office equipment including computer printer, ten-key calculator, fax, copy machine, and multi-line telephone.

EEO/AA Employer/Vets/Disability

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Refine Your Search

trust officer jobs in onalaska, wi

Trust Officer

VETERANS SPECIALIST

Mortgage Loan Officer

Executive Partner

Trust Investment Specialist

Trust Operations Assistant

LAW ENFORCEMENT - PATROL DEPUTY

SOCIAL SERVICE SPECIALIST - JUVENILE DETENTION CENTER

SOCIAL SERVICE SPECIALIST - JUVENILE DETENTION CENTER - PART TIME

Senior Financial Analyst

Nuclear Quality Assurance (NQA) Manager

Finance Manager

Relationship Manager – Private Wealth & Tax Solutions

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