Wealth Management Operations Administrator
2 weeks ago
Job Description
Job Description
Job Title:
Wealth Management Operations Administrator
Location:
Van Wert
Status:
Full Time
FSLA Job Class:
Non-Exempt
Department:
CNB Wealth Management Group
Reports To:
Wealth Management Advisor
At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.
Citizens National Bank has an excellent opportunity available in our local market for a Wealth Management Operations Administrator. In this role you will be responsible for the day-to-day operational duties of the firm. The Operations Administrator helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner. This position will assist with portfolio management, client communications, and client wealth management meetings.
A typical day may include the following:
Greet clients and prospective clients in a professional, friendly and sincere manner making them feel comfortable when they visit the office. Handles incoming calls also in a friendly, professional, sincere manner.
Processes new accounts, account transfers, new contributions and redemptions and beneficiary changes. checks accuracy of documents and makes the necessary revisions.
Creates client meeting reviews and schedules appointments.
Sends periodic client correspondence.
Performs office coordination and administrative functions to keep the office productivity at maximum level. Keeps Wealth Advisor informed of weekly meeting agenda items.
Handles calendars for Wealth Advisor(s) in the office.
Develops and maintains written systems of all activities.
Initially observes experienced licensed investment advisors to acquire knowledge of methods, procedures and standards required for performance of departmental duties.
Receives training and assistance with the goal of developing, servicing, and delivering financial planning to clients. Will provide assistance with annual client reviews related to insurance, retirement, and estate planning.
Attends sales and trade meetings to develop new business prospects.
This position requires travel to outside offices at times to meet with management and staff, however on-site presence is also necessary for regular, successful performance.
JOB REQUIREMENTS:
Bachelor's degree in Business, Finance, or related field preferred.
Appropriate licensure including Series 7, Series 63 and 65 (or 66 if not both 63 and 65) and insurance license is preferred.
If not licensed, the licensing process will begin approximately 6 months after hire.
ADDITIONAL QUALIFICATIONS:
Previous investment knowledge and experience is preferred.
Must possess stellar communication, sales and public relations skills, as well as interviewing and research skills.
Excellent organizational and time management skills and have the ability to handle multiple tasks within tight time frames.
WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK?
Medical, Dental, and Vision Insurance
Company Paid Life Insurance
Company Paid Short Term & Long Term Disability
Generous Paid Time Off including Vacation, Sick, Personal, and Emergency Time
11 Paid Holidays
Incentive Plan paid on a quarterly basis
Employee Stock Ownership Plan for your retirement
Banking Perks
Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
#J-18808-Ljbffr
-
Wealth Management Operations Administrator
2 weeks ago
Van Wert, United States CITIZENS NATIONAL BANK Full timeJob DescriptionJob DescriptionJob Title: Wealth Management Operations AdministratorLocation: Van WertStatus: Full TimeFSLA Job Class: Non-ExemptDepartment: CNB Wealth Management GroupReports To: Wealth Management AdvisorAt Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service...
-
Group Facilitator
2 weeks ago
Van Wert, United States ARK Behavioral Health Full timeJob DescriptionJob DescriptionWe are hiring a full-time Group Facilitator at our Ohio Recovery Center in Van Wert, Ohio!Salary: $45K - 50K Year Job Summary You will facilitate psychotherapy groups for our Detox/Residential substance abuse treatment facility in a variety of modalities.. Our Group Counselors must be skilled and experienced at treating...
-
Van Wert, United States Ohio Department of Education Full timeSKILL SETS ESSENTIAL FOR THE POSITION * Technology competencies and knowledge of the state software applications or ability to learn (e.g. EMIS, DASL, Progress book, etc.) * Knowledge and experience with EMIS reporting are preferred * Must be willing to make necessary state and local contacts to insure compliance with EMIS guidelines * Must have demonstrated...
-
Overnight Caregiver
2 days ago
Van Wert, United States Right at Home Lima, OH Full timeHiring for full and part time positions 3rds shifts in Van Wert, Ohio Right at Home, In-Home Care & Assistance, is seeking to hire Caregiver to join a dynamic care team providing clinical expertise in-home. You can make a difference in your career by helping people stay in the comfort of their homes.Why we are the RIGHT TEAM! Flexible scheduling Pay...
-
Emergency Medicine
Found in: Careerbuilder One Red US C2 - 6 days ago
Van Wert, Ohio, Van Wert, Ohio, United States Team Health Full timeEmergency Medicine physician job in Ohio : Let TeamHealth show you how you can be a successful emergency medicine (EM) physician leader and have an excellent work-life balance. Come lead our team of EM physicians and APCs at OhioHealth Van Wert Hospital in Van Wert, Ohio -77 miles southwest of Toledo, and 34 miles southeast of Fort Wayne, IN. About...
-
MS SQL DB Administrator
2 weeks ago
Van Buren, United States Tata Consultancy Services Full timeTechnical/Functional SkillsWe are seeking an experienced SQL DBA Administrator to join our team. The ideal candidate will be responsible for the design, implementation, and maintenance of our company's SQL databases. They will work closely with development teams, IT support staff, and business stakeholders to ensure optimal performance, availability, and...
-
MS SQL DB Administrator
5 days ago
Van Buren, United States Tata Consultancy Services Full timeTechnical/Functional SkillsWe are seeking an experienced SQL DBA Administrator to join our team. The ideal candidate will be responsible for the design, implementation, and maintenance of our company's SQL databases. They will work closely with development teams, IT support staff, and business stakeholders to ensure optimal performance, availability, and...
-
Administrative Assistant
4 days ago
Van Nuys, United States Southern California Orthopedic Institute Full timeThe role of the Administrative Assistant is to provide administrative support for all physician teams as is needed - Primary Responsibilities* 1. Establishes oneself as the role model for teamwork, professionalism and cooperation/support for the physician team and other members of SCOI. 2. Acts in a manner that is supportive of SCOI policies and mission. 3....
-
Operations Manager/ Fire Protection
2 days ago
Van Nuys, United States Kord Fire Protection Full timeJob Summary: We are a service Fire Protection Company in san Fernando valley, seeking a skilled and experienced operational manager to join our team of 50 plus staff. **Responsibilities**: As an Operational Manager you will play a critical role in overseeing the day-to-day operations of services within an organization. Your responsibilities may...
-
Front Desk Administrator
2 days ago
Van Alstyne, United States Lionheart Children's Academy Full timePosition PurposeThe Front Desk Administrator will be responsible for managing all aspects of the front reception area and meeting the state licensing requirements as outlined in the Minimum Standards for Child Care Centers. The Front Desk Administrator will promote and instill corporate values, vision and goals. The Front Desk Administrator will foster and...
-
Director of Operations
2 weeks ago
Van Nuys, United States Brett Fisher Group - Search Consultants Full timeWhy Join? Our privately-owned financial services client is a leading automotive finance company for customers in the Western U.S., specializing in subprime automobile lending. The company is committed to providing excellent service to its dealers and customers while maintaining an environment conducive to personal and professional growth for its employees....
-
Advisor Development Program
Found in: beBee jobs US - 2 weeks ago
Van Nuys, California, United States Bank of America Full timeJob Description:At Bank of America, we re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We re looking for the next generation of financial...
-
Affordable Housing Assistant Manager
2 weeks ago
Van Nuys, United States Solari Enterprises Full timePosition OverviewHazeltine and Wyandotte is an affordable housing community compromised of a total if 108 units in Van Nuys, CA. The Assistant Community Manager is responsible, under the supervision of the Regional Manager, for all operations at the community, including, but not limited to, general administration, maintenance, directing on-site personnel,...
-
Affordable Housing Assistant Manager
2 days ago
Van Nuys, United States Solari Enterprises Full timePosition Overview Hazeltine and Wyandotte is an affordable housing community compromised of a total if 108 units in Van Nuys, CA. The Assistant Community Manager is responsible, under the supervision of the Regional Manager, for all operations at the community, including, but not limited to, general administration, maintenance, directing on-site personnel,...
-
Emergency Medicine
Found in: Careerbuilder One Red US C2 - 6 days ago
Van Wert, OH, United States Team Health Full timeEmergency Medicine physician employment in Ohio : Let TeamHealth show you how you can be a successful emergency medicine (EM) physician leader and have an excellent work-life balance. Come lead our team of EM physicians and APCs at OhioHealth Van Wert Hospital in Van Wert, Ohio -77 miles southwest of Toledo, and 34 miles southeast of Fort Wayne, IN. About...
-
Warehouse Manager
2 weeks ago
Van Nuys, United States Insight Global Full timeWe are seeking a dedicated and experienced Warehouse Manager to join our team in managing our warehouse operations in Van Nuys. As the Warehouse Manager, you will oversee a team of warehouse staff and ensure the efficient handling, storage, and distribution of our Inventory. You will play a crucial role in maintaining inventory accuracy, optimizing workflow,...
-
Emergency Medicine
Found in: Careerbuilder One Red US C2 - 6 days ago
Van Wert, OH, United States Team Health Full timeEmergency Medicine physician job in Ohio : Let TeamHealth show you how you can be a successful emergency medicine (EM) physician leader and have an excellent work-life balance. Come lead our team of EM physicians and APCs at OhioHealth Van Wert Hospital in Van Wert, Ohio -77 miles southwest of Toledo, and 34 miles southeast of Fort Wayne, IN.About OhioHealth...
-
Dme Billing Manager
2 days ago
Van Nuys, United States Hanmi medical supplies Full timeJob Summary: **Responsibilities**: - Manage and oversee the daily operations of the medical billing department - Manage medical accounts to ensure monthly sales goals are satisfied - Ensure accurate and timely medical billing processes - Monitor medical billing accounts receivable aging and collections - Develop and implement medical billing policies and...
-
Experience Manager>
2 weeks ago
Van Nuys, United States Ulta Beauty Full timeUlta Beauty - 7880 Van Nuys Blvd [Department Supervisor] As an Experience Manager at Ulta Beauty, you'll: Oversee a team of stylists, estheticians, guest coordinators (in select locations) and boutique leads; Be accountable for all aspects of the guest experience, retail sales, and the services businesses, including salon services, boutiques, retail sales,...
-
Traveling Ortho Treatment Coordinator
6 days ago
Van Nuys, United States Children's Dental FunZone Full time**Treatment Coordinator**: We are looking for an Office Coordinator to help us with daily office and clerical tasks, ensuring that the office operations run smoothly, are successful in supporting other business activities, and add maximum value to the organization. You should be organized, competent, and comfortable dealing with people. We also expect you...