Community State Bank - Des Moines, IA · 13 hours ago
Wealth Management Associate
Ankeny,IA,US
Full-time
Onsite
Entry Level
1+ years expCommunity State Bank is seeking a Wealth Management Associate to support officers in the administration of trusts and estates. The role involves assisting with daily management of accounts, preparing trust-related documents, and coordinating with various stakeholders to ensure effective wealth management services.
BankingFinancial ServicesInsurance
Responsibilities
Assists officers with daily management of accounts
Prepare, process, and maintain trust-related documents, reports and correspondence
Assist in handling client inquiries and provide support regarding personal and financial related matters
Assist in coordinating with internal teams, financial advisors, attorneys, and beneficiaries
Maintain accurate records of trust transactions, distributions and compliance requirements
Schedule meetings, manage calendars, and assist in account reviews
Learn regulatory and legal guidelines related to trust and estates
Prepare electronic and physical filings of documents
Process invoices, payments and disbursements
Learn and implement standard processes, practices, workflows, time-sensitive activities, communication preferences, and other cultural and organizational customs to enhance client experience and collaboration
Learn to independently plan, schedule, and prioritize mission critical dates, times, locations, and people needs in order to achieve maximum success as a value-added contributor to the team
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position
Foster and preserve a culture of inclusion
Additional duties and responsibilities may be required to support the company’s mission, vision and values
Qualification
Required
High School diploma or equivalent required; college degree preferred
Strong administrative and organizational skills, including proficiency in creating business correspondence
Strong verbal, written and interpersonal communication skills
Ability to multitask and work in a deadline driven environment
Strong computer skills including Microsoft 365
Preferred
Minimum one year of administrative assistant experience preferred
Prior experience in banking, finance, or legal administration is preferred
Familiarity with the probate and trust administration processes in IL and/or IA preferred
Company
Community State Bank - Des Moines, IA
At Community State Bank, our name says it all.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kim Butler Hegedus
Executive Vice President - Chief Lending Officer
Schutty Lezlee
Chief Credit Officer
Recent News
2023-10-16
Company data provided by crunchbase