Trust Investment Specialist

WNB Financial NA•Winona, MN

1d•$21 - $32•Onsite

About The Position

The Trust Investment Specialist provides operational, administrative, investment, and client service support to the Trust Department. Assists Trust Officers with trust account administration, investment analysis, reporting, client communications, regulatory compliance, and department operations. Researches investment products and solutions for client portfolios while ensuring trust operations are performed accurately and in accordance with federal and state regulations.

Requirements

Demonstrated ability to build and maintain positive client relationships through responsive service, active listening, and professional communication.
Proven commitment to delivering exceptional customer experiences while identifying client needs and coordinating appropriate solutions and services.
Strong interpersonal and communication skills with the ability to explain complex trust and investment concepts in a clear, client-friendly manner.
Ability to effectively manage client inquiries, concerns, and requests with professionalism, accuracy, discretion, and a sense of urgency.
Strong organizational and service-oriented mindset with the ability to coordinate multiple client requests, priorities, and deadlines while maintaining a high level of accuracy.
Ability to collaborate effectively with Trust Officers, department staff, and external partners to ensure seamless service delivery and a positive client experience.
Must possess strong computer skills and technical ability to input and retrieve computerized information.
Strong analytical, mathematical, research, and problem-solving skills.
Ability to maintain the integrity of highly confidential client and Bank information.
Must be a self-starter and independent thinker who can effectively manage multiple priorities.
Must be able to work in a fast-paced, team environment and display superior client service.
Regular mental and visual concentration for computer usage required.
Regular use of telephone.
Frequent repetitive use of keyboard for approximately 6 hours per day; frequent fingering and grasping of papers.
Requires ability to receive and provide detailed information through verbal communication.
Requires near- and mid-range vision.
Will alternate sitting, standing, and walking throughout work shift.
Bend, stoop, turn, lift and carry up to 10 pounds in documents and office supplies.
Climb stairs.

Responsibilities

Opens and closes Trust accounts and maintains account files.
Manages and distributes account ticklers.
Prepares investment analysis for trust accounts and reviews with officers.
Gathers data and compiles investment reports /booklets for Foundation Committee meetings.
Maintains asset holdings within Investment vendor products (Morningstar, Fi360).
Serves as the liaison with FCI (3rd party investment managers).
Maintains Investment Policy Statements for client accounts.
Works with clients via phone, email, in person; answering questions, following up to meetings, etc.
Maintains client account records, authorizations, requests, and follow-up documentation.
Prepares documentation required for account opening, closing, and ongoing account maintenance.
Prepares quarterly Fi360 reports for Personal Trust and Retirement Plan Services.
Researches, prepares and reviews client investment changes and recommendations with account officers.
Assists with Trust Investment Committee by preparing meeting agenda, minutes and supporting materials alongside the committee chair.
Prepares investment analyses for client accounts and reviews findings with Trust Officers.
Supports officers with trading functions and portfolio analysis.
Researches investment products, portfolio changes, and investment recommendations.
Prepares quarterly investment reports for Personal Trust and Retirement Plan Services.
Provides research and analysis related to model portfolios and investment strategies for the Trust Investment Committee (TIC).
Establishes and maintains assigned clients within financial planning software.
Assists with preparation of documentation required for account opening/closing and file maintenance.
Establish and maintain assigned clients in financial planning software, assisting clients when appropriate.
Assists with internal and external audits, examinations, data gathering, and response tracking.
Assists with Employee Benefit Plan administration.
Represents WNB Financial by being involved in community events; attending networking events, to help maintain and develop business for department and bank.
Participates in internal and external training and development opportunities as required.
Participates in Bank committees as needed.
Other job related duties necessary to carry out the responsibilities of this position.