Family Office Client Service Associate

4 months ago

Minneapolis, United States Trust Point Inc. Full time
EXPERIENCE OUR CULTURE JOIN OUR TEAM

Recognized as a "Best Place to Work" for the 7th year in a row by the Business Intelligence Group, Trust Point Inc. of Minneapolis, MN. is looking to hire a full-time Family Office Client Service Associate in our Family Office department. We are currently seeking an experienced, polished, and professional candidate to provide full-time support to our Family Office Team.

We offer a complete line of benefits including on-site workout facility, 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.

We take our culture seriously. 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.

A DAY IN THE LIFE OF A FAMILY OFFICE CLIENT SERVICE ASSOCIATE:

As a Family Office Client Service Associate you arrive each day ready to build and maintain the relationship between our company and our ultra-high net worth clients. You are a key component of our family office team and 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, financial plans, business financial statements, and estate tracking support.

In addition, you will use your professional communication skills and financial acumen to assist with client correspondence, presentations, meeting and educational materials.

Your passion for client service and ability to exude excellence as well as exceed expectations will bring you success in this role.

Qualification & Skill Requirements:
  • 2 year degree in Business, Accounting, Finance or other related field, required
  • 4 year degree in Business, Accounting, Finance or other related field, preferred
  • 3 more years working knowledge in finance, tax and estate planning, preferred
  • Proficiency in Microsoft Office Suite including Word, Excel, Power Point and Outlook.
  • The ability to learn, understand and utilize company specific programs including Addvantage, On-Base, Salesforce, T-Value, Money Guide Pro or similar financial planning software.
  • Excellent and professional phone/video communication skills
  • Ability to work with highly confidential information.

This position requires excellent communication and organizational skills and the ability to collaborate well with others in the organization. Must be able to assimilate a wide variety of information in dealing with Relationship Managers and clients in a confidential manner relating to investments, accountings, tax, and asset management, estate planning and marketing of services. Must demonstrate an ability to work professionally and respectfully with all clients. Must embrace a changing environment, take direction from the team, ask questions for development, and enjoy continued learning with a desire to understand the why behind a task or project. Should be self-motivated, have a positive and cooperative attitude and be detail oriented with a high sensitivity to accuracy.

WORK SCHEDULE

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

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.

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