PRIVATE TRUST ASSOCIATE / ADMINISTRATIVE ASSISTANT
JOIN OUR TEAM!
If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value every associate and appreciate the importance each individual role contributes to our success.
We are looking for a motivated individual who has strong communication skills, is very detail oriented and who enjoys working with people to join our professional staff as a Private Trust Associate / Administrative Assistant in our Personal Trust and Wealth Management department.
WHY WE’RE DIFFERENT
Did You Know? WoodTrust is one of the largest privately owned, full service financial institutions headquartered in central and northern Wisconsin, serving individual, family, corporate and not-for-profit customers in 35 states.
Founded in 1891, WoodTrust is a $600 million local, family-owned bank with offices in Wisconsin Rapids, Plover and Wausau, WI. In addition to traditional banking services, the company is also a relationship-based trust company and investment management firm, managing over $4.5 billion assets for clients through its WoodTrust Asset Management division.
Backed by the strength of a long-standing banking tradition, WoodTrust has the vision and the values to succeed. We take great pride in the fact that we live, work and play in the communities we serve. At WoodTrust, you’ll experience a welcoming culture that inspires, challenges and empowers associates to provide the best service possible. At WoodTrust, the customer is #1. We exist because of the customer and our attitudes and actions reflect that with each and every interaction.
A DAY IN THE LIFE OF A PRIVATE TRUST ASSOCIATE / ADMINISTRATIVE ASSISTANT
As a Private Trust Associate / Administrative Assistant, you will:
- Support Private Trust Officers and other team members to ensure client needs are being met
- Perform detailed work necessary to support the administration of accounts
- Provide consistent, exceptional client service in both written and verbal communication
- Provide consistently superior service by exceeding clients’ expectations while understanding and complying with company policies, state statutes and governmental regulations
- Participate, as needed, in client meetings as a key relationship team member
- Perform account administrative functions and client service requirements for Trusts, Agencies, IRAs and other related accounts assuring the specific requirements outlined in the account/trust agreement are fulfilled
- Complete preliminary and ongoing work, as directed, related to recurring and discretionary distributions
This position supports the Trust Officers responsible for the management and administration of assigned relationships and accounts where the company acts in the capacity of guardian, personal representative, trustee or agent. You will collaborate with the Trust Officer and other team members in all aspects of client relationships. Effective client communication and relationship-building is necessary to ensure client needs are met and exceeded. Education or past experience should reflect this interest.
The Administrative Assistant will report directly to Trust Operations and will have significant interaction with other members of the client service team. It is essential to observe the strictest discretion and confidentiality on the subject of accounts and activities of any kind of dealing with the bank and maintain a high level of enthusiasm and client awareness while conveying our confidence in the bank and the services that are offered.
EDUCATION AND EXPERIENCE
High school diploma or general education degree (GED) and customer service experience. A two-year Associate’s Degree in Accounting, Finance or para-legal is a plus.
Proficiency with Microsoft Office suite; ability to adapt and utilize other forms of technology.
The position involves acquiring knowledge and experience in a broad range of financial, estate planning, trust administration, investment and insurance products and services. As a key relationship assistant, the associate must understand and function productively within a team concept and be able to adapt to a fluid environment.
Other beneficial qualities include assertiveness, ability to make timely decisions as well as follow-through on directions.
WHY JOIN OUR TEAM?
WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. We provide a candid environment where individuals can grow, develop, be productive and enjoy their work. If you want to work with fun and talented professionals, and grow with a private, family-owned organization, you would be a great fit for our team!
This is full-time position with a great work-life balance working Monday through Friday from 8:00 AM – 4:30 PM. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a generous 401(k) matching program along with a performance-based annual bonus opportunity.
Please submit your application and resume by email to firstname.lastname@example.org or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.
WoodTrust is an Equal Opportunity Employer.