Community State Bank (WI) · 14 hours ago
Wealth Management Associate
Ankeny, IA
Full-time
Onsite
Entry Level
1+ years expCommunity State Bank is seeking a Wealth Administration Associate to support officers in the administration of trusts and related financial matters. The role involves clerical, organizational, and communication skills to ensure effective wealth management services.
BankingFinancial ServicesMortgage
Responsibilities
Assists officers with daily management of accounts
Prepare, process, and maintain trust-related documents, reports and correspondence
Assist in handling client inquires and provide support regarding personal and financial related matters
Assist in coordinating with internal teams, financial advisors, attorneys, and beneficiaries
Maintain accurate records of trust transactions, distributions and compliance requirements
Schedule meetings, manage calendars, and assist in account reviews
Learn regulatory and legal guidelines related to trust and estates
Prepare electronic and physical filings of documents
Process invoices, payments and disbursements
Learn and implement standard processes, practices, workflows, time-sensitive activities, communication preferences, and other cultural and organizational customs to enhance client experience and collaboration
Learn to independently plan, schedule, and prioritize mission critical dates, times, locations, and people needs in order to achieve maximum success as a value-added contributor to the team
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position
Foster and preserve a culture of inclusion
Additional duties and responsibilities may be required to support the company’s mission, vision and values
Qualification
Required
High School diploma or equivalent required
Strong administrative and organizational skills, including proficiency in creating business correspondence
Strong verbal, written and interpersonal communication skills
Ability to multitask and work in a deadline driven environment
Strong computer skills including Microsoft 365
Preferred
college degree preferred
Minimum one year of administrative assistant experience preferred
Prior experience in banking, finance, or legal administration is preferred
Familiarity with the probate and trust administration processes in IL and/or IA preferred
Company
Community State Bank (WI)
Community State Bank is a full-service, locally owned and operated community bank. We believe in making banking simple.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Clark Cunningham
President & CEO
Gregory Wall
CIO - Chief Innovation Officer
Recent News
Corridor Business Journal
2025-06-28
Company data provided by crunchbase