About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com .
We have an exciting opportunity for an Assistant Trust Officer ! The Assistant Trust Officer administers assigned accounts in partnership with Trust Officers and contributes to the management of client relationships. The role combines account administration, client service, and resolution of administrative matters within delegated authority to deliver premier service, strengthen client satisfaction and retention, and ensure accurate account activity that complies with governing documents, internal policies and procedures, and applicable regulatory requirements. Success in this role requires a working knowledge of trust administration, principal and income concepts, and the internal requirements for processing and documenting trust transactions. The Assistant Trust Officer must be able to independently determine the steps and documentation needed to complete an assignment and follow work through completion. The role exercises independent judgment in determining when escalation or additional approval is required. Effective performance requires initiative, sound judgment, attention to detail, strong organization, and the ability to establish priorities, manage competing responsibilities, and meet deadlines with limited supervision.
This role is an On-site position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000 to $70,000 , exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Account Administration
Provide comprehensive administrative and account support to Trust Officers while independently managing assigned responsibilities within established authority.
Independently research and evaluate non-routine account administration matters, develop recommended courses of action, and present conclusions and rationale to the Trust Officer or appropriate decision-maker.
Coordinate account openings and closings, ensuring required documentation, approvals, system updates, and account records are complete and accurate.
Coordinate transactions by reviewing instructions and supporting documentation for completeness and accuracy.
Review pending disbursements, cash balances, and account activity to identify potential overdrafts, funding needs, transaction issues, or other exceptions requiring resolution.
Complete assigned portions of annual account reviews, research exceptions or deficiencies, and coordinate resolution with Trust Officers and other appropriate partners.
Maintain complete, organized, accurate, and audit-ready account records, including documentation of material account activity, decisions, transactions, exceptions, and follow-up.
Generate accurate and timely reports from trust systems and research discrepancies or exceptions identified through reporting.
Provide account administration coverage for team members as needed.
Client Service
Act as a primary client contact for assigned accounts: receive and route requests, coordinate timely follow-up, support regular communication from Trust Officers, and help maintain accurate client reports and communications.
Deliver responsive front-line service by tracking requests,…