Wealth Management Operations Specialist

6 hours ago


Jackson Mississippi, United States Trustmark Bank Full time
Job Summary

The Wealth Management Administrative Analyst I/II will provide administrative and marketing support to the Wealth Management division at Trustmark Bank. This role will involve working with internal stakeholders to generate business performance analytics and manage the flow of information.

Key Responsibilities
  • Liaise with the Marketing Department to ensure timely execution of the Wealth Management marketing strategy, including submission and monitoring of creative requests.
  • Support administrative responsibilities, including business performance reporting and analytics, and liaise with Enterprise Information Systems and IT departments as needed.
  • Provide excellent customer service to internal and external stakeholders, managing competing priorities in a fast-paced environment.
  • Manage response processes for Requests for Proposals, working with applicable business units, Compliance, and Marketing as needed.
  • Support projects as needed for Wealth Management administration.
Additional Responsibilities for Level II
  • Administer InvestEdge software in line with business unit managers and WM Compliance and Risk Manager.
  • Actively work with other Trustmark stakeholders, such as Comm & Marketing Systems team and Trustmark Marketing, to manage data flow to support marketing and communication efforts.
  • Maintain data accuracy and work with the Perform administration team to ensure accurate activity reporting within Wealth Management sales-oriented roles.
Qualifications
  • Bachelor's Degree in a business-related field.
  • Minimum three years' experience in financial services with proven Intermediate to Advanced Excel skills.
  • Excellent time management skills with a detail-oriented diligence given toward tasks.
  • Excellent verbal and written communication skills.
  • Ability to communicate intelligently with internal and external stakeholders at various levels.
  • Project management experience preferred.
Additional Qualifications for Level II
  • Requirements for Analyst Level I.
  • Minimum five years' experience in a marketing or data analytics role OR minimum of three years of project management experience in a financial technology role.
  • Project Management certification preferred.
  • Experience with trust accounting/investment management platforms like the SEI Wealth Platform preferred.
  • Experience with Power BI or similar software preferred.


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