Wealth Management Administrator 1

About the role

Responsible for assisting Wealth Management Officers in the management of existing customer relationships, maintenance of customer account files and relationships in conformity with bank policy and regulatory requirements, and development of new customer relationships. This role will primarily support IRAs, investment management accounts and financial planning relationships in a service center model.

Accountabilities

• Be proactive in presenting solutions/suggestions to problems or improving office efficiency.
• Prepare account review materials for customer meetings.
• Facilitate incoming contributions made on behalf of customers.
• Facilitate distributions made on behalf of customers.
• Provide online banking assistance to customers.
• Prepare IRA forms, issue IRA distributions and process IRA contributions.
• Certify and scan on a timely basis, and retrieve imaged documents from document imaging databases.
• Prepare and assist with account opening and closing procedures.
• Responsible for organization and neatness of physical files.
• Prepare check requests from invoices.
• Type correspondence including memos, letters, mailings, and file comments.
• Make phone calls on behalf of officer.
• Make copies of correspondence and other printed materials.
• Prepare outgoing mail and correspondence on behalf of officers, including email and faxes.
• Maintain tickler system of customer birthdays, important events and customer meetings for officer.
• Develop knowledge of customer base and provide the primary point of contact and service to customers.
• Conduct research on file history in preparation for customer meetings or in response to auditor inquiries.
• Have a working understanding of wealth management accounting and document imaging systems, and core banking system.

Departmental Service Delivery

• Answer and route Trust and Wealth Management telephone calls.
• Process monthly account administrative reviews and maintain log of action steps to improve documentation.
• Greet scheduled visitors and conduct to appropriate area or person.
• Absorb and answer questions presented by individuals through the Hills Bank call center.
• Cook and arrange for meetings, prepare agendas and participant packets, reserve and prepare facilities, record and transcribe meeting minutes, and maintain committee files.
• Read and route incoming department mail.
• Order and maintain supplies, and arrange for equipment maintenance.
• Assist with customer/prospect meetings/luncheons, including set-up and clean-up.
• Absorb and assist with administrative issues associated with year-end tax reporting.

Business Development And Brand Marketing

• Ensure that retail and commercial banking requests of TWM customers are properly fulfilled in a timely manner.
• Absorb and assist with the sales process and events.
• Absorb and assist with the presentation materials, including PowerPoint presentations.

Education And Special Requirements

• Minimum of Associate's Degree with additional secretarial/administrative professional training preferred; or previous related experience and/or training; or equivalent combination of education and experience.
• Must demonstrate proficiency in Trust Accounting Platform and other systems which represent core elements of our work environment (will receive training).
• Must have working knowledge of word processing, Excel spreadsheet, PowerPoint, and basic database management and presentation software.
• Must be able to operate PC and printers, copier, adding machine and fax machine.