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Account Support Specialist

Trust Point Inc.
La Crosse, WI
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Voted "Best Place to Work" in 2019 and 2020. Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Account Support Specialist in our Wealth Management department. We are currently seeking an experienced, polished and professional candidate to provide full-time support to our Wealth Management Team.

We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit sharing plan.

ABOUT TRUST POINT INC.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies!

A DAY IN THE LIFE OF AN ACCOUNT SUPPORT SPECIALIST

As an Account Support Specialist you arrive each day ready to maintain and improve the relationship between our company and our clients. Through addressing internal and external client questions and concerns in a professional and timely manner, you are a key component to the team. You serve as a liaison to our clients and handle all of the behind-the-scenes and necessary administrative duties to follow proper procedures and established guidelines.

In addition, as an Account Support Specialist you will utilize your organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support.

QUALIFICATIONS FOR AN ACCOUNT SUPPORT SPECIALIST

  • 2 year degree in Business, Accounting, Finance or other related field, required
  • 4 year degree in Business, Accounting, Finance or other related field, preferred
  • A background or working knowledge in tax and estate planning, preferred
  • Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
  • The ability to learn, understand and utilize company specific programs including Addvantage and On-Base.

Do you possess excellent communication and organizational skills and the ability to work well with others in the organization? Are you able to assimilate to a wide variety of information relating to investments, accounting, tax, asset management, estate planning and marketing of services? Do you have a positive attitude, enthusiasm and professionalism? If so, then you might be the perfect fit for our Account Support Specialist position!

WORK SCHEDULE

This is a full-time position working Monday Friday, 8am-5pm.



Job Posted by ApplicantPro

Trust Point Inc.

Address

La Crosse, WI
54601 USA

Industry

Business

View all jobs at Trust Point Inc.