Trust Representative: Appleton, WI

Thrivent
Appleton, WI
30+ days ago

Job Description

Summary


Job Description

Please note this is a Thrivent Trust Company position. Ronald Blue Trust is a division of Thrivent Trust Company, a subsidiary of Thrivent Financial. To learn more about Thrivent Trust Company, please visit their website at: https://www.thrivent.com/thrivent-trust

This position is located at our Appleton, WI office which is located at:

4321 N. Ballard Road, Appleton, WI 54919

Responsible for directly supporting Financial Management Trust Officers and Operations, assisting with daily account management functions, as appropriate. Directly interacts with trust and/or bank clients in support of prospective or existing client relationship. Executes daily transactions, performs account service functions and controls records/files within policies. Resolves operational issues related to client accounts. Leads, participates in and/or coordinates assigned projects and other duties for the department, as needed.

Job Duties and Responsibilities

  • The position provides support and assistance to the Trust Officers in the daily management of their assigned accounts, as appropriate. Acts as back-up to Financial Management Trust Officers and Operations staff in their absence.
  • The incumbent evaluates administrative operations functions and makes recommendations to management, as needed, on process and system improvements to help achieve department goals.
  • Provides oversight to the delivery of client statements and tax information for the department.
  • Leads, participates in or coordinates assigned projects and other duties for the department, as needed.

Required Job Qualifications

  • College degree or similar experience required.
  • 3-5 years experience in trust administration and/or trust operations or related field
  • Advanced training in trust operations, administration or related fields, CTFA or CSOP designations desirable.

Other Critical Factors

  • Must effectively prioritize workflow and multiple priorites.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

Source

https://www.indeed.com/jobs

Not sure if you qualify?

Uvaro is here to help you land great jobs like this one.

Upgrade your skills

Other Jobs

Rise People

Rise is Canada’s complete people management solution that gives employers everything they need to build loyal and productive teams—all in one place. We collaborate and co-create to build solutions that completely change how companies of all shapes and sizes manage their payroll, scheduling, time tracking, group benefits, recruitment, onboarding, and more.

 
Vancouver, BC
Uvaro

1+ years of successful sales development experienced experience in B2B software or B2C services is a plus. Ability to work occasional evenings or weekends.

 
Waterloo, ON / Remote
Bowk Construction Inc

Roof Sales Associate

Bowk Construction Inc

This candidate will be responsible for driving sales and assisting the team of 5 or more sales representatives to be successful in generating leads and closing…

a few seconds ago
Baton Rouge, LA