Wealth Management Advisor
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Key details
- Location
- Columbus, OH, United States
- Work style
- Onsite
- Level
- Mid level
- Job type
- Full-time
- Experience
- 2–4 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 6d ago
Skills
cross-sellingcustomer service
About the role
RESPONSIBILITIES
- Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA’s, custodial depositories, retirement plans, etc.
- Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services
- Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures
- Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products
- Respond in a timely manner to trust related and banking issues
- Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects
- Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services
- Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
- Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
- Deliver a consistent, high level of service within our Serving More standards
- Other duties as assigned
COMPETENCIES
- Interpersonal/Customer Service Skills
- Written and Verbal Communication
- Ability to understand and follow directions
- Adaptable to change
- Basic Computer Skills
- Organizational Skills/Detail Oriented
- Able to Multi-Task or Juggle Priorities
- Ability to build collaborative relationships
- Ability to work as part of a team
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
Bachelor’s degree in business or equivalent combination of education and work experience required
2-4 years related work experience required
SCHEDULE
Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week.
A flexible work arrangement may be available for this position. Candidate must live within 50 miles of Columbus, Ohio. Please speak to the hiring manager for more information.