We have other current jobs related to this field that you can find below
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Travel Physical Therapist
1 month ago
winona, United States Solomon Page Full timeSolomon Page is seeking a travel Physical Therapist for a travel job in Winona, Mississippi.Job Description & RequirementsSpecialty: Physical TherapistDiscipline: TherapyStart Date: 08/12/2024Duration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelOur client is seeking a Physical Therapist to join their growing team. As a Physical...
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Travel Physical Therapist
1 month ago
Winona, United States Solomon Page Full timeSolomon Page is seeking a travel Physical Therapist for a travel job in Winona, Mississippi. Job Description & Requirements Specialty: Physical Therapist Discipline: Therapy Start Date: ASAP Duration: 13 weeks 40 hours per week Shift: 8 hours, days Employment Type: Travel Our client is seeking a Physical Therapist to join their growing team. As a Physical...
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Travel Physical Therapist
1 month ago
Winona, United States Solomon Page Full timeSolomon Page is seeking a travel Physical Therapist for a travel job in Winona, Mississippi. Job Description & Requirements Specialty: Physical Therapist Discipline: Therapy Start Date: 07/29/2024 Duration: 13 weeks 40 hours per week Shift: 8 hours, days Employment Type: Travel Our client is seeking a Physical Therapist to join their growing team. As a...
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Travel Physical Therapist
1 month ago
Winona, United States Solomon Page Full timeJob DescriptionSolomon Page is seeking a travel Physical Therapist for a travel job in Winona, Mississippi.Job Description & RequirementsSpecialty: Physical TherapistDiscipline: TherapyStart Date: ASAPDuration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelOur client is seeking a Physical Therapist to join their growing team. As a...
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Travel Physical Therapist
3 months ago
Winona, United States Solomon Page Full timeJob DescriptionSolomon Page is seeking a travel Physical Therapist for a travel job in Winona, Mississippi.Job Description & RequirementsSpecialty: Physical TherapistDiscipline: TherapyStart Date: 06/24/2024Duration: 13 weeks40 hours per weekShift: 8 hours, daysEmployment Type: TravelOur client is seeking a Physical Therapist to join their growing team. As a...
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Commercial Lines Account Manager
3 weeks ago
Winona, United States WA Group Full timeJob DescriptionJob DescriptionDescription:IntroductionAt WA Group, we are a leading provider in the insurance industry. As a trusted and established company, we are committed to delivering exceptional service and tailored solutions to our clients. We are currently seeking a Commercial Lines Account Manager who will play a pivotal role in facilitating our...
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Vice President of Student Success
2 months ago
Winona, United States Minnesota State College - Southeast Technical Full timeLocation: Red Wing or Winona, MN Full/Part Time: Full Time Employment Condition: At Will Job Description: Minnesota State College Southeast seeks a visionary, strategic, innovative, and collaborative leader as its Vice President of Student Success (VPSS). As a visible and engaged member of the campus community, the VPSS will partner with the President in...
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Mental Health Practitioner
1 month ago
Winona, United States Ellie Mental Health Full timeEllie Mental Health has an opening for a new Community Based Mental Health Practitioner to serve our Winona and Olmsted county community - come and join the herd! If you're not just a practitioner, but also a unicorn (either actually or just in your ability to stand out from all the rest in this field), read on and click that "Apply" button! Who the heck is...
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Manager, Manufacturing Engineering
4 weeks ago
Winona, United States Benchmark Electronics Full timeAt Benchmark, we are driven by our purpose: to innovate for a healthier, safer, and better-connected world to create a brighter future. When you join us, you become part of a team passionate about making a meaningful impact across various sectors, including commercial aerospace, defense, advanced computing, next-generation communications, complex...
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Travel Therapy
1 week ago
Winona, MN, United States Solomon Page Full timeSolomon Page is seeking a travel Physical Therapist for a travel job in Winona, Mississippi. Discipline: Therapy ~ Shift: 8 hours, days ~ Employment Type: Travel You will consistently document a patient’s medical history and progress and communicate problems to supervisor and other team members. Shift: 5x8 Days Effective communication skills,...
Trust Officer
2 months ago
Don’t have specific Trust experience? That’s okay If you have experience in any of the following areas, we would love to see your application come through to be considered for this position
Financial planning
Investments
Tax, estate, or accounting
Attorney/legal
The Trust Officer directs and coordinates activities relating to creating and administering trust accounts in accordance with terms creating trust, investment agency, wills, and estate accounts. Manages accounts for which the financial institution acts as the trustee, investment manager, guardian, agent, and as personal representative. Understands and completes job responsibilities in accordance with federal and state compliance regulations.
Essential Functions:
Administers Trust Department Accounts 70%
Meets with and prepares written communication to owners/beneficiaries to review client accounts
Reviews account transactions, directs disbursements, allocates income, prepares monthly account reviews
Prepares and presents accountings for foundation accounts and court accounts as required
Sets and monitors investment allocations/investment objectives
Provides communication and validation of investment goals/objectives with clients
Oversees preparation of annual distribution reports for Trust IRA clients
Oversees proper notification is prepared and sent to clients and beneficiaries of Insurance Trusts
Confers with vendors, accountants, and attorneys 10%
Nurture, maintain and enhance current relationships with CPAs and Attorneys in the local surroundings for current Clients and possible future business.
Reviews fiduciary tax returns, individual tax returns and client information
Works closely with SEI staff for support/training of Trust System Software and provides training to Trust staff
Additional Duties and Responsibilities 20%
Oversees Trust Administration Committee (TAC) and Trust Committee of the Board (TCB) meeting preparation
Acts as Secretary for Trust Committee of the Board (TCB)
Serves on bank committees as needed
Participates in internal and external training and development opportunities as required
Education & Experience
Four-year college degree in accounting, finance, business or equivalent desired. Three years personal trust administration experience preferred. Must possess courteous and professional customer service attitude; excellent verbal and written communication skills for interacting professionally with clients (both pleasant and difficult situations) and relating to other co-workers; ability to maintain the integrity of highly confidential client and Bank information. Must possess strong computer skills, technical ability to input and retrieve computerized information; strong mathematical skills (add, subtract, multiply, divide, fractions, percentages, decimals); legible handwriting. Must be able to deal effectively with time pressures and stress that can change hourly depending on level of client activity; effective problem solving and technical research skills. Must be a self-starter and independent thinker and meet goals as outlined by Vice President Trust Manager.
About
Work is performed largely in an office environment with minimal chance for personal injury. Regular contact with clients and co-workers. Occasional out-of-town and overnight business travel (air or auto) is required for business and education. Regular mental and visual concentration for computer usage required. Regular use of telephone. Regular use of keyboard for approximately 6 hours per day. Receive and provide detailed information through verbal communication. Requires near, mid-range, and far vision; field of vision. Will alternate sitting, standing, and walking throughout work shift. Bend, turn, lift and carry up to 20 pounds in documents and office supplies. Climbs stairs. Hours of work are generally during regular business hours and average at least 40-45 hours a week. There will be some variation in work hours due to special projects, deadlines, community events, and other concerns.
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