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Trust Assistant Jobs in Wisconsin (NOW HIRING)

Chick-fil-A

Manager

West Allis, WI

$18 - $22/hr

... brand trust, assist the staff with anything they need and make sure the customers have a great shopping experience. More importantly, a perfect store manager candidate should be reliable ...

Robert W Baird & Co

Trust Strategist

Milwaukee, WI · On-site

$119K - $154K/yr

Make presentations on a variety of estate, tax, and trust planning topics for internal associates, and professional continuing education seminars * Assist Trust Counsel and Baird Trust associates ...

Foley & Lardner LLP

Trust Operations Analyst

Milwaukee, WI · Hybrid

$52K - $73K/yr

The Trust Operations Analyst supports a variety of trust accounting functions, which may include ... Research discrepancies, investigate account issues, and assist in resolving operational problems ...

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Trust Assistant information

What is a trust assistant?

Trust Assistants are professionals who support trust officers and administrators in managing trusts, estates, and fiduciary accounts. Their duties typically include handling documentation, maintaining records, assisting with client communications, and ensuring compliance with legal and financial regulations. Trust Assistants play a key role in the daily operations of trust departments at banks, law firms, or wealth management companies, helping to ensure that clients' assets are managed efficiently and according to their wishes.

What are the typical daily responsibilities of a trust assistant?

A Trust Assistant typically handles a variety of administrative tasks such as maintaining client records, preparing account documentation, processing distributions, and assisting with compliance reporting. They often serve as a key point of contact for clients, attorneys, and other advisors, ensuring smooth communication and prompt resolution of inquiries. By efficiently managing these responsibilities, Trust Assistants support Trust Officers and the broader team, helping to ensure accurate account management and a high level of client service. Their attention to detail and proactive approach directly contribute to the trust department's reputation and operational success.

What are the key skills and qualifications needed to thrive as a trust assistant?

To thrive as a Trust Assistant, you need strong organizational skills, attention to detail, and a basic understanding of trust administration, often supported by a degree in business, finance, or a related field. Familiarity with trust accounting systems, database management tools, and proficiency in Microsoft Office Suite are typically required. Excellent communication, discretion, and the ability to manage confidential information set exceptional candidates apart. These skills ensure accurate record-keeping, efficient support for trust officers, and the safeguarding of sensitive client assets.

What is the difference between Trust Assistant vs Trust Officer?

AspectTrust AssistantTrust Officer
CredentialsTypically requires a high school diploma or associate degree; some roles may prefer a bachelor's degreeRequires a bachelor's degree; often a professional certification like CTFA or CFP is preferred
Work EnvironmentSupportive role within trust departments, assisting with administrative tasksClient-facing role involving trust management, decision-making, and fiduciary responsibilities
Employer & Industry UsageCommon in banks, trust companies, and financial institutionsFound in similar institutions, often with more senior responsibilities

Trust Assistants support trust departments by handling administrative and clerical tasks, while Trust Officers manage client relationships and make fiduciary decisions. Trust Assistants typically have less experience and responsibility but are essential for smooth operations within trust services.

How much do trust assistants make?

Trust assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the organization. They often require strong organizational skills and knowledge of trust administration or legal procedures. Salaries can vary based on the complexity of trusts managed and certifications held.

What are the most commonly searched types of Trust jobs in Wisconsin?

The most popular types of Trust jobs in Wisconsin are:

What are popular job titles related to Trust Assistant jobs in Wisconsin?

For Trust Assistant jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Trust Assistant jobs in Wisconsin look for?

The top searched job categories for Trust Assistant jobs in Wisconsin are:

Trust Assistant jobs near you
Infographic showing various Trust Assistant job openings in Wisconsin as of August 2026, with employment types broken down into 2% As Needed, 77% Full Time, 18% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Shift Leader / Manager in Training

Jimmy John's

Onalaska, WI • On-site

$12 - $15/hr

Full-time

Re-posted 14 days ago

Jimmy John's rating

5.4

Company rating: 5.4 out of 10

Based on 739 frontline employees who took The Breakroom Quiz

45th of 107 rated fast food restaurants

Job description

We are looking to grow our management team! No experience necessary! We are hiring to train Store Managers, Assistant Managers, and Shift Leaders!Main Responsibilities of a Store Manager
  • Responsible for every aspect of everyday supervision of store
  • Responsible for resources management
  • Takes care of stock, staff, and sales management
Store Manager Job Description

Manages all functions of a Jimmy John's restaurant to ensure customer service and high quality products are delivered to ensure restaurant profitability. Responsible for the successful execution of fast, accurate, sandwiches and world-class customer service while maintaining a clean, organized shift.

Our store manager candidates are required to be in constant contact with the staff and customers. They need to be able to ensure their staff provides the highest quality customer services and monitor the overall financial performance of the store.

The responsibilities of a store manager are to greet the staff and customers, provide them with what they need, give intelligent recommendations and suggestions, build customer and brand trust, assist the staff with anything they need and make sure the customers have a great experience.

More importantly, a perfect store manager candidate should be reliable, accommodating, courteous, and friendly to ensure that the customers are fully satisfied.

Responsibilities of a Store Manager
  • Recruiting and appraising staff
  • Training and supervising staff
  • Managing budgets
  • Maintaining financial and statistical records
  • Dealing with customer complaints and queries
  • Overseeing stock and pricing control
  • Maximizing profitability and productivity
  • Motivating staff to meet sales targets
  • Setting sales targets
  • Ensuring compliance with safety and health regulations
  • Preparing promotional displays and materials
  • Liaising with management
  • Providing opportunities for staff advancements
Store Manager Job Requirements
  • Commercial awareness
  • Confidence
  • Resourcefulness
  • Organizational skills
  • Teamworking skills
  • Verbal communication skills
  • Numerical skills
  • Enthusiasm
  • Executive skills
  • Problem-solving skills
  • Showing initiative
  • Setting a good example

We slice our all-natural* meats and fresh veggies in-house every day. Our fresh-baked bread is made right here where you can see it, and our house-made tuna salad is fresh every day. The flavor of a ripe tomato, crisp shredded lettuce, combined with fresh-baked bread, fresh-sliced meat and real Hellmann's® mayo - that's when the magic happens. Made with love every single day since 1983. That's Jimmy Fresh!

What Jimmy John's employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Jimmy John's logo

About Jimmy John's

Sourced by ZipRecruiter

Since Day 1 when our founder, Jimmy, opened his first Jimmy John’s sandwich shop in 1983, we’ve had the determination and badassery to settle for nothing less than the best. We are in early every morning baking fresh bread and slicing vegetables, and we’re not afraid to have a little or a lot of fun along the way. We succeed together as a family because let’s be honest, nobody can compete with the rockstars of Jimmy John’s. Part of what makes Jimmy John’s special is our fast-paced, high energy, no B.S, get it done now, big city attitude right in your own hometown. That energy and passion are baked right into the DNA of the brand.

Industry

Food services and drinking places

Company size

10,000+ Employees

Headquarters location

Champaign, IL, US

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