Wealth Management Advisor I
: Job Details :


Wealth Management Advisor I

Park National

Location: Mansfield,OH, USA

Date: 2024-11-07T08:07:50Z

Job Description:
Description

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 is available for this position. The position will require some scheduled onsite hours. Please speak to the hiring manager for more information.

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