Payment
Invoice
After registering for the fair, you will receive an emailed invoice with payment details.
Payments by Debit/Credit Card
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Enter your organization name below and click "Pay Now"
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Enter your invoice total and click "Continue
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Click the "Pay with Debit or Credit Card" button.
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After submitting payment, your statement will show a charge from "The Odyssey Group".
Trust Point Inc.
Company Website:
Careers Website:
Industries:
Finance and Banking
Positions Typically Hiring For:
Client Service Associates, Wealth Management Interns, Investment Associates, IT Support Specialist
Positions Posted (Contact information can be found at the bottom of the page)
Position 1:
Client Service Associate
Listing Application Link:
Location:
Minnesota
Type:
Full-Time
Accepted Majors:
Business, Management and Administration| Finance and Banking
Position Description:
As a Client Service Associate, you arrive each day ready to maintain and improve the relationship between our company and our clients. Through addressing internal and external client questions and concerns in a professional and timely manner, you are a key component to the team. You serve as a liaison to our clients and handle all of the behind-the-scenes and necessary administrative duties to follow proper procedures and established guidelines.
In addition, as a Client Service Associate you 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 and estate tracking support.
QUALIFICATIONS FOR A CLIENT SERVICE ASSOCIATE
2 year or 4 year degree in Business, Accounting, Finance or other related field preferred
A background or working knowledge in tax and estate planning, preferred
Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Position 2:
Investment Associate
Listing Application Link:
Location:
Minnesota
Type:
Full-Time
Accepted Majors:
Business, Management and Administration| Finance and Banking
Position Description:
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.
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.
Learn more about our culture here: Trust Point Culture Video
A DAY IN THE LIFE OF AN INVESTMENT ASSOCIATE
As an Investment Associate you will provide support and develop strategies for the Investments and Family Office to include:
Account management/account review
Creating investment proposals
Provide restructuring recommendations
Prepare client and prospect materials
Select and monitor approved investment strategies
Assist the trading desk as needed
Coordinate and complete various investment projects
QUALIFICATIONS FOR AN INVESTMENT ASSOCIATE
4-year bachelor's degree in finance/investment management or related field
Enrollment in the CFA program preferred
High skill level with Microsoft Office required
Familiarity with investment tools/platforms (Bloomberg, Morningstar, BlackDiamond, etc) is a plus
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Position 3:
Listing Application Link:
Location:
Type:
Accepted Majors:
Position Description:
Position 4:
Listing Application Link:
Location:
Type:
Accepted Majors:
Position Description:
Position 5:
Listing Application Link:
Location:
Type:
Accepted Majors:
Job Categories:
Position Description:
Contact Information
Laney
Peterson
Training Coordinator
(608) 791-2206
230 Front St. N
La Crosse
Wisconsin
54601