Wealth Management Account Administrator

Responsibilities

• Administration of agency and custodial account relationships
• Account reviews
• Trade and asset allocation changes
• Transaction Processing: Coordinate money movements, wires, transfers, disbursements, and contributions
• Client servicing
• Maintain and manage client accounts, ensuring all documentation is accurate and compliant
• Absorb new clients, prepare and review onboarding forms, and ensure a smooth transition of accounts and services
• Attend regularly scheduled Wealth Management team meetings
• Work with other wealth team members to achieve daily, weekly, and monthly goals
• Effectively manage time by prioritizing urgent tasks
• Attend all training as requested to increase administration knowledge
• Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company
• Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines
• Understand and participate in the Bank’s Community Reinvestment Act program
• Perform other duties as assigned

Qualifications

• Preferred: Bachelor's Degree in business, finance, or other related field
• Exceptional reasoning and judgment skills
• Exceptional detail and organization skills
• Time management skills
• Excellent oral and written communication skills
• Must have a professional appearance and manner
• Ability to work flexible hours
• Some travel may be required

Benefits

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company-paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Plus many associate perks & incentives!