Job Details

Trusts and Estates Attorney in La Crosse, WI

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Company name

Trust Point Inc.

Organization Type


Job Type


Practice Area

Trusts and Estates

Years of Experience

10-15 yrs required


La Crosse, WI

Date Last Verified

Oct 11,2017

Posted on

Sep 02,2017

47 hits


Assistant Vice President - Wealth Management The candidate will provide the opportunity to work directly with clients in strategizing towards the preservation and continued growth of their trust assets. Responsibilities will include: Management of existing accounts. Promoting the reputation of the company through communication and interaction with centers of influence. Investigating and recommending trust and estate management and administration actions. Behaving as a mentor for other Trust Officers on any Trust issues. Should have Bachelors degree with 10-15 years experience in some or all areas of : account administration, investment management and financial markets, fiduciary law and compliance, tax and estate planning, personal financial planning. CFP, CTFA, CPA or JD, preferred.

Company info

Hiring Coordinator
Trust Point Inc.
230 Front St N
La Crosse, WI 54602