Hills Bank and Trust Company · 10 hours ago
Wealth Management Administrator 1
North Liberty,IA,US
Full-time
Onsite
New Grad, Entry LevelHills Bank and Trust Company is seeking a Wealth Management Administrator 1 to assist Wealth Management Officers in managing customer relationships and account files. The role involves supporting IRAs, investment management accounts, and financial planning relationships, while ensuring compliance with bank policies and regulatory requirements.
Financial ServicesReal EstateVenture Capital
Responsibilities
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
Coordinate with customers for Required Minimum Distributions (RMDs)
Complete filing and/or scanning 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
Conduct 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
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
Assist in answering questions presented by individuals through the Hills Bank call center
Coordinate and arrange 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
Assist officers with documentation and/or actions to satisfy account administrative review updates
Assist with administrative issues associated with year-end tax reporting
Responsible for ensuring that retail and commercial banking requests of TWM customers are properly fulfilled in a timely manner
Assist officers with sales process and events
Assist officers with presentation materials, including PowerPoint presentations
Qualification
Required
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
Company
Hills Bank and Trust Company
Hills Bank and Trust Company is a banking firm that offers banking, real estate lending, and notary services.
Founded in 1904
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Lisa Shileny
President and Chief Executive Officer
Recent News
Corridor Business Journal
2024-10-17
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