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Employment Opportunities

Employment Opportunities

Administrative Associate, Wealth Management and/or Trust Administration

We are seeking a full-time Administrative Associate and/or Trust Paralegal to provide support in the area of wealth management and/or trust administration.

Responsibilities would include direct communication with clients and beneficiaries, account administration support for investment agency, IRA and trust accounts, monitor real estate files, analyze and interpret trust and estate documents, monitor daily cash balances, process distribution requests, bill paying, process new and closed accounts. Preferred job skills: ability to work independently and efficiently, self-starter, quick learner, strong organizational skills, excellent communication skills, proficient in Microsoft Word and Excel. Preferred candidates will have a minimum of five years of working with wealth management accounts and/or trust administrative support or trust paralegal experience.

Benefits include health, dental, vision and disability insurance, 401(k), FLEX, paid PTO and holidays.

Please send resume to [email protected]. EOE

Wealth Management Officer

We are seeking a full-time Wealth Management Officer to serve in our wealth management division.

Under general direction of the division lead, the Wealth Management Officer position is responsible for the administration of accounts, primarily IRA and Investment Agency accounts.  Preferred job skills: ability to work independently and efficiently, self-starter, quick learner, strong organizational skills, excellent communication skills, proficient in Microsoft Word and Excel. Preferred candidates will have a minimum of three to five years of wealth management experience and have obtained CFP designation or wiliness to obtain designation within 2 years of hiring.
 
Benefits include health, dental, vision and disability insurance, 401(k), FLEX, paid PTO and holidays.
 
Please send resume to [email protected]. EOE
 
 
 

Nick SchommerEmployment Opportunities