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 80,000 households from our over 140 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 amazing opportunity for a Trust Associate! The primary responsibility of the Trust Associate is to support Trust Officers in administering their assigned accounts and managing their assigned client relationships to ensure premiere client service and high levels of client satisfaction and retention while complying with all internal policies and procedures.

To be successful, the Trust Associate must have or be able to quickly acquire a basic knowledge of trusts, principal and income concepts, and internal process requirements for executing and documenting trust transactions. The ideal candidate will be self-motivated, adaptable, able to multi-task, prioritize effectively, detail-oriented, and well organized.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,700.00 to $65,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. 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

Front Office Administration

• Provide comprehensive administrative support to Trust Officers.

• Coordinate and complete account opening and account closing.

• Coordinate, monitor, and complete incoming and outgoing asset transfers.

• Coordinate disbursements by reviewing distribution instructions for accuracy and appropriate documentation and submitting accurate instructions for payment into trust systems.

• Review pending disbursements and cash balances daily to prevent overdrafts and ensure correct account activity.

• Generate requested reports from trust systems.

• Provide Trust Officers with advance notice of problems or issues on accounts.

• Maintain orderly and comprehensive records in the trust systems and account files.

• Ensure all transactions occur via the proper workflow and with all necessary documentation.

• Record all relevant activity in the appropriate trust systems.

• Be able to identify the governing documents for each account and understand the provisions from the relevant document that affect account administration.

• Complete annual account reviews and rectify exceptions in coordination with Trust Officers.

• Attend and participate in staff meetings and committees.

• Provide coverage when needed for administration of accounts assigned to coworkers.

• All other duties as assigned.

Trust Company Projects and Initiatives

• Work with team on current company projects, as assigned.

• Cross train coworkers on systems and job duties.

• Participate in team offsites, team building exercises, and change management.

Client Service

• Serve as primary point of contact for clients of assigned accounts, including receiving and routing client requests and questions, ensuring Trust Officer maintains regular contact with clients, and ensuring all reporting and client communications are accurate.

• Provide the highest caliber front-line service to clients by following up on all client issues and ensuring clients receive timely responses.

• Assist Trust Officers with scheduling, planning, and preparing for client meetings.

• Document client interactions in trust systems.

Education/Qualifications

• Associate degree or equivalent experience.

• Familiar with Microsoft Office.

• Skilled in general use of modern technology and software systems.

• Well-developed written and verbal communication skills with the ability to effectively communicate with clients and colleagues from varied backgrounds.

• Able to consistently complete work with accuracy.

• Able to learn and apply complex processes and procedures.

• Prefer: 2+ years in financial services.

• Prefer: Basic knowledge of the principles and practices of trust administration.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Individual Contributor level is $50,700.00 to $71,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.