Wealth Management Specialist 1

$18.00

Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.

What are our values?  Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?

What about the perks?  Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.

Supervisory Duties:  None

Summary:  The Wealth Management Specialist provides direct administrative assistance to Trust Administrators to maintain the daily workflow and service client / account relationships. The Wealth Management Specialist works closely with administration to respond to client questions and requests when the administrator is unavailable. The Specialist processes transactions, including collection of documents, collection of assets, preparation of disbursements, and initiation of trade requests. The Specialist may work with other parties, including attorneys, financial advisors, beneficiaries, and other partners to service client needs. This position requires a high degree of confidentiality, accuracy, and thoroughness while assisting clients and leveraging our Essentials of Excellence standards. The required schedule is M-F, 8 am to 5 pm. This is not a remote position.

Essential Duties: 

• Comprehend the Bank’s fiduciary duty to our clients.
• Provide accurate record keeping and maintain files according to Bank policy.
• Provide World Class Service commensurate with the retention and growth of the Bank’s client base.
• Utilize the trust accounting system to maintain accounting records, open/close/transfer trust accounts, initiate bill-paying, prepare internal debits/credits, deposits, disbursements, and account coding per instructions from Trust Officers.
• Establish rapport and cross-sell bank products and services when appropriate.
• Review the various governing instruments to comprehend terms and duties of the Bank.
• Maintain account records in accordance with governing instruments, including trust/legal documents, retirement plan documents, and service agreements.
• Regularly review client accounts and client’s cash positions to ensure accounts are properly setup and operating within established guidelines.
• Assist in preparing Court Accountings for Estates and Guardianships.
• Compose correspondence for client communication.
• May serve as appointed Notary Public as needed within the team.
• Maintain compliance through consistent execution of processes and procedures.

Other Duties:

• Answer department primary phone line.
• Provide coverage and assistance to other Wealth Management Specialists.

Knowledge, Skills, and Abilities:

• Able to work independently and efficiently, utilizing workflow solutions
• Develop knowledge of accounting/operating systems
• Proficiency in Microsoft Products and Smart Sheet
• Must exhibit reason when dealing with difficult topics
• Excellent written and administrative skills including attention to financial detail
• Exercise independent judgement, discretion, and confidentiality with client and associate files
• Communicate effectively and professionally with all levels of clients and team members.
• Attend internal/external training, educational opportunities for personal development and complete required online learning courses.

Minimum Qualifications:

• 2 – 5 years of administrative experience in Wealth, another bank department, or in a legal or accounting environment.
• Ability to read and comprehend governing instruments, trust or legal documents
• High school degree required. Associates degree or some college preferred.

What do I do now?

• Apply with us!
• Refer this opening to others!

Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at [email protected]. 

Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. 

Member FDIC