Wealth Enhancement Group
The Assistant Trust Officer administers assigned accounts in partnership with Trust Officers, contributing to client relationship management and ensuring accurate account activity. This on-site role combines account administration, client service, and resolution of administrative matters to deliver premier service and ensure compliance with governing documents and regulatory requirements. Success in this position requires a working knowledge of trust administration, principal and income concepts, and the ability to independently determine necessary steps and documentation for trust transactions.
Headquarters
Plymouth, Minnesota, United States
Company Size
501-1000 employees
Founded
1997
Wealth Enhancement Group is a comprehensive wealth management firm offering investment management, financial planning, tax strategies, and estate planning for individuals and businesses. They provide private client services, trust services, and specialized solutions such as retirement planning and business owner consulting, all delivered through a team-based approach.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Wealth Enhancement Group.
Right around the average for this role
Advisory M&A News – 12/17/2025
Dec 17, 2025