Client Service Associate

Trust Point•Minneapolis, MN

5d•Hybrid

About The Position

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time support to our Wealth Management Team. For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals. Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies!

Requirements

2 year degree in Business, Accounting, Finance or other related field, required
Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
The ability to learn, understand and utilize company specific programs including Addvantage and On-Base.
Excellent communication and organizational skills
Ability to work well with others in the organization
Ability to assimilate to a wide variety of information relating to investments, accounting, tax, asset management, estate planning and marketing of services.
Positive attitude, enthusiasm and professionalism

Nice To Haves

4 year degree in Business, Accounting, Finance or other related field, preferred
A background or working knowledge in tax and estate planning, preferred

Responsibilities

Maintain and improve the relationship between our company and our clients.
Address internal and external client questions and concerns in a professional and timely manner.
Serve as a liaison to our clients.
Handle behind-the-scenes and necessary administrative duties to follow proper procedures and established guidelines.
Utilize organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support.