Trust Assistant (6265)

"Our basic strength lies in the people who work here." - Samuel C. Johnson.

The words of our founder are indicative of how we have valued our people for more than 35 years. We believe that our associates are our greatest asset and strive to make sure they know it. Along the way, we've earned a reputation for developing and rewarding successful people. Johnson Bank is the proud recipient of numerous workplace of choice awards including FORTUNE magazine's "100 Best Companies to Work For" in 2008, Number 1 Best Place to Work in Southeastern Wisconsin (MRA/Milwaukee Magazine) and Best Places to Work in The Valley (Phoenix Business Journal/BestCompaniesAZ).Description



Primary responsibility will be to serve as administrative support to the Personal Trust Relationship Managers. Duties include setting up new accounts on trust system and related statements, distributions, fees, ticklers and schedule of payments. Additional responsibilities include monitoring daily deposits and posting incoming wires to client accounts; processing requests for distributions, coordinating meetings and schedules; preparation of correspondence, documents and reports; researching and assisting in resolving problems and inquiries, and completing clerical functions including answering telephone, processing mail, etc. Position entails significant amount of client interaction, both face-to-face and on the telephone.Required Skills



High school graduate or equivalent and a minimum of 1-3 years experience in trust, estate or related office administration. College degree may be substituted for some work experience. Strong PC skills including advanced word processing and spreadsheet necessary. Excellent attention to detail, communication and follow-through skills required. The position requires tact, a high degree of business professionalism, and the ability to prioritize multiple projects to meet deadlines without sacrificing quality.Johnson Bank and Johnson Insurance are part of Johnson Financial Group, a premier financial services company offering comprehensive financial solutions in the areas of banking, trust, insurance, investment management and leasing. As a privately-owned company, we pride ourselveson the enduring values and principles of our founder Sam Johnson and the Johnson Family. In the midst of five generations of change andevolution, those values and principles have not changed and serve to guide us in all we do.JFG wants to be your place for opportunity through a competitive compensation and excellent benefit package which includes medical, dental, life, vacation, holidays as well as educational reimbursement for our associates. To learn more about our organization and our career opportunities please visit johnsonbank.com.Please apply for this position directly at: http://hostedjobs.openhire.com/epostings/jobs/submit.cfm?fuseaction=dspjob&jobid=260267&company_id=15760&jobboardid=24Johnson Financial Group is an equal opportunity employer. We embrace differences, welcome diversity, and value a culture of respect.