• Full Time
  • Neenah, WI
  • Salary: Based on experience
Job ID: 141668

Cadre

Are you a Trust Operations Assistant Manager who is analytical, detailed and has strong math skills? Are you a Trust Operations Assistant Manager who is looking for an opportunity with a company that offers great benefits?

Our client is dedicated to helping their customers build their legacy!

WHAT YOU WILL BE DOING:

As a Trust Operations Assistant Manager, you will oversee the in-person training and the day to day operations of a small group of people as well as support work for the client representative.

  • Set standards of performance
  • Prioritize duties for group
  • Answer questions & solve problems for the team
  • Train team
  • Assist with daily transactions and perform administrative support duties

WHAT YOU NEED:

  • Trust, trust operations and trust accounting experience preferred
  • Will consider a recent graduate who has the desire for a career in this field & has taken Estate Planning/Trust courses
  • Administrative or office support experience
  • Management experience a plus
  • Bachelor’s degree in Finance or Accounting preferred
  • Computer savvy to work with industry specific software
  • MSWD, Excel & Outlook skills
  • Professional demeanor
  • Math aptitude
  • Maintain a high level of confidentiality
  • Analytical and detail oriented

WHAT YOU GET:

  • Great company culture
  • Annual raises, bonuses, Christmas gifts, bonuses (including longevity bonuses)
  • Great internal longevity
  • Health insurance
  • Life insurance
  • Disability insurance
  • 401(k)
  • Paid vacation

GENERAL INFORMATION:

Hours: 7:30am-4:30pm

Length: Temporary-to-Hire

Pay for the Trust Operations Assistant Manager position: Based on experience

Location: Neenah, WI

Job ID: 141668

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.