PRIVATE TRUST ASSOCIATE / ADMINISTRATIVE ASSISTANT
JOIN OUR TEAM!
A rewarding career opportunity in a professional and fun work environment exists for you with WoodTrust Bank! We value every associate and appreciate the importance each associate’s role contributes to our success. We are currently seeking a motivated, detail-oriented associate for an Administrative Assistant position in our Personal Trust and Wealth Management department.
WHY WE’RE DIFFERENT
Did You Know? At roughly $5 billion in client assets under management and $600 million in bank assets, 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. With an acute focus on our core value, the customer is #1, WoodTrust has succeeded as a quality, community-focused financial institution since its founding in 1891.
In addition to our pursuit of multi-generational client relationships, we seek to provide associates an environment that allows them to learn, grow and succeed with an emphasis on hiring for the long-term and incentivizing associates to spend the duration of their careers with WoodTrust. If you are interested in a career in financial services, 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!
A DAY IN THE LIFE OF AN ADMINISTRATIVE ASSISTANT
As an 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 our Chief Trust Officer 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.
WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a 401(k) matching program along with a bank-wide annual bonus sharing program.
Please submit your application and resume by email to email@example.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.
WoodTrust is an Equal Opportunity Employer.