Top 266 Trust 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
10d
Budtender - Retail Associate
Minnesota Cannabis Services —La Crescent, MN
- From $15 an hour
- Weekends as needed
- Merchandising
- Basic math
- No experience needed
- Paid holidays
- On-the-job training
Quick Apply
Wedding Venue Coordinator
Danzinger Vineyards —Alma, WI
- $20 - $25 an hour
- Part-time
- In-person
- Entry level
Quick Apply
4h
Trust Investment Specialist
WNB Financial NA —Winona, MN
- $21.36 - $32.03 an hour
- Overtime
- Word processing
- Research
- Mid-level
- Retirement plan
2d
Trust Officer
WNB Financial NA —Winona, MN
- $55,223.60 - $82,835.40 a year
- Full-time
- Word processing
- Computer literacy
- Basic math
Product Configuration & Compliance Engineer
GEA —Galesville, WI
- $90,000 - $105,000 a year
- 5 years
- Engineering
- Mid-level
- Paid holidays
- Health insurance
13d
Life Insurance Associate
Edion Staffing Agency —Minnesota
- $137,500 - $212,000 a year
- Contract
- Mid-level
- Analysis skills
- US work authorization
- Flexible schedule
- Life insurance
Quick Apply
9d
Special Agent - $40,000 Recruitment Incentive
United States Secret Service —Minnesota
- $47,562 - $115,079 a year
- Full-time
- Background check
- Pass drug screening
- Surgery
- Health insurance
- Paid time off
Direct Care Staff
Sevita —Winona, MN
- Part-time
- No experience needed
- Driver's License
- Communication skills
- Paid holidays
- Paid time off
11d
Field Service Technician - Duluth, MN
GLORY —Minnesota
- $20 - $27 an hour
- Weekends as needed
- Customer service
- Computer literacy
- Basic math
- Paid parental leave
- AD&D insurance
Quick Apply
Bilingual Retail Customer Service Specialist (Spanish)
Sherwin-Williams —La Crosse, WI
- $17.02 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
Campus Organizer
The Wisco Project —La Crosse, WI
- $5,000 a month
- Weekends as needed
- University
- Team management
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Real Estate Agent
The #1 RE/MAX Team in MN - The Minnesota Real Estate Team —Minnesota
- $130,000 - $300,000 a year
- Part-time
- Sales
- Customer service
- Office
- Employee discount
- Professional development assistance
Quick Apply
Company CDL A Truck Driver - 100% No-Touch
Riverside Transport —Peterson, MN
- Up to $83,200 a year
- Full-time
- Addiction Medicine
- No touch freight
- Dry van
- Health savings account
- Paid holidays
Quick Apply
12d
Senior Corporate Accounting Manager
Ashley Furniture Industries, LLC. —Arcadia, WI
- Microsoft Excel
- CPA
- ERP systems
- Paid holidays
- Disability insurance
Direct Support Caregiver
Sevita —Holmen, WI
- $16.50 an hour
- Part-time
- High school diploma or GED
- Driver's License
- Communication skills
- Paid holidays
- Paid time off
Enterprise Solutions Engineer - Americas
Semrush Inc. —Minnesota
- $188,200 - $227,700 a year
- Remote
- 7 years
- Salesforce
- Senior level
- Paid parental leave
- Health savings account
Direct Support Professional
Sevita —Holmen, WI
- $16.50 an hour
- Full-time
- High school diploma or GED
- Driver's License
- Communication skills
- Paid holidays
- Paid time off
Direct Support Professional
Sevita —Galesville, WI
- $16 an hour
- Full-time
- High school diploma or GED
- Driver's License
- Communication skills
- Paid holidays
- Paid time off
Caregiver
Sevita —Onalaska, WI
- $15 an hour
- Full-time
- High school diploma or GED
- Driver's License
- Communication skills
- Paid holidays
- Paid time off

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Trust Operations Assistant

Merchants Bank -
Winona, MN

Quick Apply

Job Details

Full-time
$18.99 - $22.31 an hour
10 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 jobs in winona, mn

Trust Operations Assistant

Budtender - Retail Associate

Wedding Venue Coordinator

Trust Investment Specialist

Trust Officer

Product Configuration & Compliance Engineer

Life Insurance Associate

Special Agent - $40,000 Recruitment Incentive

Direct Care Staff

Field Service Technician - Duluth, MN

Bilingual Retail Customer Service Specialist (Spanish)

Campus Organizer

Real Estate Agent

Company CDL A Truck Driver - 100% No-Touch

Senior Corporate Accounting Manager

Direct Support Caregiver

Enterprise Solutions Engineer - Americas

Direct Support Professional

Direct Support Professional

Caregiver

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

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