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Hills Bank and Trust Company · 2 hours ago

Wealth Management Analyst

Marion,IA,US

Full-time

Onsite

Entry Level

1+ years exp

Hills Bank and Trust Company provides a broad range of financial services to help clients manage, grow and protect their wealth. The Wealth Management Analyst role focuses on the fundamentals of financial planning and account management, offering hands-on experience working alongside professionals in financial planning, retirement planning, investments, and trust services.

Financial ServicesReal EstateVenture Capital

Responsibilities

Solve complex account issues that require extensive analysis while moving through different scenarios and systems. You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations, as well as partnering with our vendors on ways to enhance our customers' experience

Resolve a high volume of customer inquiries in a timely manner while providing exceptional customer service

Assist customers with establishing new accounts and initiating funding and rollover transactions

Communicate directly with customers and internal colleagues to ensure the execution of customer deliverables and progress towards Hills Banks goals

Assist in the creation and updating of prospect and customer financial plans and investments analyses

Utilize software and tools that facilitate financial planning

Gather data and create reports that are utilized by the department and its committees

Enhance and maintain Hills Bank's reputation as an area leader in wealth management

Note and verify significant information as required by Hills Bank policy and procedure. Ensure that Hills Bank procedures are followed

Maintain confidentiality of customer account information

Qualification

Financial planningWealth managementClient-facing experienceAccount administrationComputer skillsCommunication skills

Required

Bachelor's degree (B.A. or B.S.) from a four-year college or university in the field of business, including specific courses in accounting, finance, and economics; or one year of banking experience and/or training; or equivalent combination of education and experience

This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment