Associate Trust Officer

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit

We have an exciting opportunity in our Scottsdale, AZ for an Associate Trust Officer! The Associate Trust Officer is responsible for administering a portfolio of trust accounts in accordance with governing documents, company policies, and regulatory requirements. This role requires exercising independent judgment, delivering high-quality client service, and collaborating closely with internal teams to ensure operational accuracy and compliance.

This role is an On-site position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000.00 to $, exclusive of bonuses and benefits.

• Administer a portfolio of client accounts, including those with complex structures and diverse asset classes.

• Serve as the primary contact for clients, advisors, and external partners.

• Answer client questions and coordinate delivery of services.

• Facilitate and oversee distributions, transactions, and daily account activity.

• Maintain ongoing client communication and service delivery.

• Review account activity, statements, and fee collection.

• Oversee the completion of the tax preparation process.

• Perform annual account reviews.

• Maintain complete and audit-ready account documentation.

• Review onboarding documentation and account closing packages.

• Process asset additions, transfers, and revocations.

• Ensure timely completion of all assigned projects.

• Adhere to company policies, procedures, and regulatory requirements, including BSA/AML.

• Support audits, examinations, and regulatory interactions.

• Complete annual administrative, risk, and investment reviews.

• Prepare and present discretionary requests to committee.

• Promote a strong compliance culture and support process improvements.

• Assist in training and mentoring assigned team members.

• Participate in department meetings and initiatives.

• Support process consistency and operational improvements.

• Partner with and communicate frequently and effectively with Financial Advisors and clients’ attorneys on all trust and estate matters.

• Attend and coordinate with external client advisors, including accountants, attorneys, and family offices.

• Other projects and duties as assigned.

• Bachelor's degree or equivalent as demonstrated through one or a combination of the following: work experience, training, military experience, education

• Minimum of 2 years’ experience in the trust industry preferred.

• Well-developed written and verbal communication skills with the ability to interact effectively at all organizational levels.

• Strong organizational skills and attention to detail.

• Experience with Microsoft Office Suite.

• CTFA designation a plus.

• Salesforce experience a plus.

• AI Literacy as demonstrated ability to effectively use AI tools and technologies in daily work tasks.

• Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to…