Financial Associate (Public) jobs in Appleton, WI

FULL-TIME

WISCONSIN RAPIDS OR WAUSAU

JOIN OUR TEAM!
If you are looking for a rewarding career opportunity in a professional and fun work environment, look no further than WoodTrust Bank! We value every associate and appreciate the importance each individual role contributes to our success. We are currently seeking a motivated, detail-oriented person for an Asset Management Operations Associate position in our Wisconsin Rapids office or Wausau office. We will train the right candidate for this position!

WHY WE’RE DIFFERENT
Did You Know? At over $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 life-time customers, 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 teammates 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 “ASSET MANAGEMENT OPERATIONS ASSOCIATE”
This position has a great deal of variety and opportunity for continued growth. This is a multi-function position which focuses on providing operational and service support to clients and Officers in addition to assisting with the completion of Asset Management tax work. If you are an insightful problem solver, ready to demonstrate your desire to learn, eager to ask questions to further your understanding of money management and help others, this position is for you.

The duties and responsibilities of this position include, but are not limited to, the following:

Trust Operations Support

• Shared responsibility for daily balancing of trust control accounts and reconciliation of daily activity with system processor
• Greet clients, answer calls, provide lobby coverage, assist in opening/closing
• Process client payment, receipt or transfer transactions
• Set up online access accounts and troubleshoot client issues
• Complete Certificate of Deposit processing
• Scan and index documents
• Monitor & process Insurance Trust account payments & notifications
• Perform account system maintenance
• Process IRA distributions
• Prepare documents
• Provide administrative support to Officers as needed

Other duties as assigned.

EDUCATION AND EXPERIENCE
Two-year associate degree or one to three years related experience and/or training (or combination of both) preferred, but not required. Opportunities for further education.

OTHER SKILLS AND ABILITIES
Key attributes needed to successfully do this job are great attention to detail, good with numbers and accounting, ability to stay focused with interruptions, experience with data operating systems, ability to set up check/balance systems, organized, diligent worker, good computer and problem-solving skills, and a team player. Knowledge of Windows environment (specifically some Excel understanding) and proficient computer skills are necessary.

Must enjoy people and be willing and eager to interact pleasantly with customers and fellow associates alike. Must understand the team concept and be able to function as a member of a team as the team works towards a common goal. It is essential to observe the strictest secrecy and confidentiality regarding accounts and activities of any kind dealing with the bank.

WHY JOIN OUR TEAM?
WoodTrust strives to be an employer of choice, placing a major emphasis on personal and professional development. This is full-time position with a great work-life balance. We offer competitive pay, a full benefit package including medical, dental, vision, vacation, sick leave and a generous 401(k) matching program along with a performance-based annual bonus opportunity.

Please submit your application and resume by email to jobs@woodtrust.com or in person at one of our branch locations in Wisconsin Rapids, Plover or Wausau, WI.

WoodTrust is an Equal Opportunity Employer.