Trust Clerk jobs in Wisconsin

Arden Trust Company has a tradition of providing personal trust services both directly to beneficiaries and in partnership with financial advisors and other trustees. We have 25 years’ experience providing world-class trust services. From administration to compliance, our team manages all the intricate details to give clients peace of mind for the life of their trust. We recognize the importance of our clients' established financial relationships, so we work as a part of this team to protect the assets in trust.

As a Regional Trust Manager I, you will manage all activities as well as a staff in a personal trust office setting. You will provide account administration for a small book of business to ensure client satisfaction both Trust and Financial Advisor (i.e. account opening, encroachment requests and tax preparation).

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.

• Develops, leads, manages, and motivates staff. Explains team and individual goals and objectives.
• Oversees facility management, supplies, and contracts.
• Creates an environment oriented to trust, open communication, creative thinking and cohesive team effort.
• Manages Human Resources processes for reviews, new hires, terminations, etc.
• Assists staff with continuing professional development. Ensures team members have the necessary education and training to effectively participate on the team.
• Collaborates with senior management on designing, implementing and ensuring adherence to policies and procedures.
• Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business.
• Performs account administration functions according to internal policies and procedures to be efficient and compliant (i.e. account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation).
• Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews and ensures senior management is apprised of all pertinent issues.
• Other related duties assigned as needed.

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities.

• A good working knowledge of all types of Fiduciary relationships
• Strong interpersonal and effective communication skills
• Strong organizational skills and aptitude for detail
• Teamwork and leadership orientation
• Ability to easily adapt to changing work environment
• CTFA (Certified Trust Financial Advisor) designation will be beneficial

SUPERVISORY RESPONSIBLITIES: Management

EDUCATION AND/OR EXPERIENCE: Advanced level role.

• Excellent knowledge of the field with strong leadership skills.
• Establishes operational objectives and work plans, and delegate’s assignments to subordinates.
• Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division.
• Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise.
• Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results.
• Establishes and assures adherence to budgets, schedules, work plans and performance requirements.
• Regularly interacts with senior management or executive levels within the enterprise.
• Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.

• Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.
• 5 - 7 years’ experience

CERTIFICATES, LICENSES, REGISTRATION: None

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Arden Trust Company ( a subsidiary of Kestra Financial, Inc.), you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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