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Trust Operations Assistant Jobs in Wisconsin (NOW HIRING)

Advisor Group Inc.

WI · On-site

$65 - $90/hr

Initiate and/or assist in the funding on new accounts. * Interacts frequently with subordinates ... Intermediate skills in and personal computer operation; word processing, spreadsheet (e.g ...

New

Kestra PWS

Trust Officer Senior

Milwaukee, WI · On-site

$90 - $130/hr

... assist clients with trust‑related needs. Lead with Purpose. Partner with Impact. As the Trust ... Establish our operational goals and work plans, and delegate assignments to your team. * Involved ...

Kestra Holdings

Trust Officer Senior

Milwaukee, WI · On-site

... assist clients with trust-related needs. Lead with Purpose. Partner with Impact. As the Trust ... Establish our operational goals and work plans, and delegate's assignments to your team. * Involved ...

The Andersons, Inc.

Operations Worker II

Kaukauna, WI · On-site

Position Overview The Operations role supports the safe and efficient handling of agricultural ... Instills Trust - Gaining the confidence and trust of others through honesty. Integrity and ...

Arden Trust Company

Trust Officer Senior

Milwaukee, WI · On-site

$90 - $150/hr

... assist clients with trust-related needs. Lead with Purpose. Partner with Impact. As the Trust ... Establish our operational goals and work plans, and delegate's assignments to your team. * Involved ...

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Trust Operations Assistant information

What is a trust operations assistant?

Trust Operations Assistants are professionals who support the daily operations of trust departments within banks or financial institutions. They handle administrative tasks such as processing transactions, maintaining client records, preparing reports, and ensuring compliance with regulatory standards. Their role is crucial for the smooth functioning of trust services, which may include estate planning, asset management, and fiduciary responsibilities. Trust Operations Assistants often work closely with trust officers and other financial professionals to provide accurate and efficient support. Attention to detail and strong organizational skills are essential in this position.

What are some typical challenges trust operations assistants face when managing daily transactions and account maintenance?

Trust Operations Assistants often handle high volumes of sensitive financial data and transactions, which requires strong attention to detail and adherence to strict regulatory standards. A common challenge is ensuring accuracy and timeliness when processing account activities, such as asset transfers, distributions, and reconciliations. Additionally, they must communicate effectively with trust officers, clients, and other departments to resolve discrepancies and maintain smooth operations. Staying updated with evolving compliance requirements and internal procedures is also key to success in this role.

What are the key skills and qualifications needed to thrive as a trust operations assistant, and why are they important?

To thrive as a Trust Operations Assistant, you need strong attention to detail, organizational skills, and a foundational understanding of trust and estate administration, often supported by a degree in finance, business, or a related field. Familiarity with trust accounting software, document management systems, and proficiency in Microsoft Office are typically required. Excellent communication, problem-solving abilities, and a high degree of discretion help you stand out in this sensitive and client-focused role. These skills ensure accurate processing of trust transactions, compliance with regulations, and effective support for both clients and internal teams.

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

The most popular types of Trust Operations jobs in Wisconsin are:

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

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

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

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

Trust Operations Assistant jobs near you
Infographic showing various Trust Operations Assistant job openings in Wisconsin as of August 2026, with employment types broken down into 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

Office Operations Assistant Internal Medicine

Ascension

Appleton, WI • On-site

Part-time

Medical, PTO

Re-posted 11 days ago

Ascension Healthcare rating

7.0

Company rating: 7.0 out of 10

Based on 1,047 frontline employees who took The Breakroom Quiz

421st of 898 rated healthcare providers

Job description

Your future role at a glance

Location: Appleton, WI

Facility: Ascension Madison Street Clinic

Department: Internal Medicine

Schedule: Days | Part-time

#nextgenhealthcare

How you'll make an impact in this role
  • Manage the full patient lifecycle by greeting visitors, handling check-in/out, and scheduling or confirming appointments.
  • Secure necessary documentation, verify patient demographics, and obtain insurance authorizations or precertifications.
  • Collect co-pays, deductibles, and previous balances and reconcile reports and deposits to ensure financial accuracy.
  • Answer telephones, screen calls, take messages, and provide essential clerical support.
What minimum qualifications you'll need

Education:

  • High School diploma equivalency OR 1 year of applicable cumulative job specific experience required.
    • Note: Required professional licensure/certification can be used in lieu of education or experience, if applicable.
Life at Ascension: Where purpose meets opportunity

Ascension is a leading nonprofit Catholic health system with a culture and associate experience grounded in service, growth, care and connection. We empower our 97,000+ associates to bring their skills and expertise every day to reimagining healthcare, together. Recognized as one of the Best 150+ Places to Work in Healthcare and a Military-Friendly Gold Employer, you'll find an inclusive and supportive environment where your contributions truly matter.

Equal employment opportunity employer

Equal employment opportunity employer

Ascension provides Equal Employment Opportunities (EEO) to all associates and applicants for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity or expression, pregnancy, childbirth, and related medical conditions, lactation, breastfeeding, national origin, citizenship, age, disability, genetic information, veteran status, marital status, all as defined by applicable law, and any other legally protected status or characteristic in accordance with applicable federal, state and local laws. For further information, view the EEO Know Your Rights (English) poster or EEO Know Your Rights (Spanish) poster.

Fraud prevention notice

Prospective applicants should be vigilant against fraudulent job offers and interview requests. Scammers may use sophisticated tactics to impersonate Ascension employees. To ensure your safety, please remember: Ascension will never ask for payment or to provide banking or financial information as part of the job application or hiring process. Our legitimate email communications will always come from an @ascension.org email address; do not trust other domains, and an official offer will only be extended to candidates who have completed a job application through our authorized applicant tracking system.

E-Verify statement

Employer does not participate in E-Verify and therefore cannot employ STEM OPT candidates.

Benefits

Paid time off (PTO)Various health insurance options & wellness plansRetirement benefits including employer match plansLong-term & short-term disabilityEmployee assistance programs (EAP)Parental leave & adoption assistanceTuition reimbursementWays to give back to your community

Benefit options and eligibility vary by position. Compensation varies based on factors including, but not limited to, experience, skills, education, performance, location and salary range at the time of the offer.

Employment Type: PART_TIME

What Ascension Healthcare employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ascension logo

About Ascension

Sourced by ZipRecruiter

Ascension is a leading non-profit, faith-based national health system made up of over 150,000 associates and 2,600 sites of care, including more than 140 hospitals and 40 senior living communities in 19 states.

Industry

Health care and social assistance and outpatient health care

Company size

10,000+ Employees

Headquarters location

St. Louis, MO, US

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