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Wealth Management Assistant

2 months ago

Seymour, Indiana, United States Jackson County Bank Full time
Job Title: Assistant Wealth Management Officer

At Jackson County Bank, we are seeking a highly skilled and detail-oriented Assistant Wealth Management Officer to join our Investment Management & Trust Department. As a key member of our team, you will be responsible for providing administrative support to our Wealth Management Officers, ensuring the smooth operation of our wealth management accounts, estates, guardianships, agencies, and retirement accounts.

Key Responsibilities:
  • Provide administrative support to Wealth Management Officers, including account processing and maintenance, payment authorization, and asset inventories.
  • Actively pursue new business opportunities for the Investment Management & Trust Department.
  • Build and maintain relationships with current and potential clients.
  • Support the Wealth Management Operations Leader as directed.
Requirements:
  • Excellent interpersonal and communication skills.
  • Strong organizational and record-keeping skills.
  • Ability to analyze data and situations, and provide effective solutions.
  • Self-disciplined with the ability to work independently and prioritize tasks.
  • Project-management experience and proficiency in Microsoft Office, particularly Word and Excel.
Education and Experience:
  • High school diploma or GED equivalent required.
  • Bachelor's degree in business, accounting, or finance preferred.
  • Professional designation, such as CTFA or CFP, preferred.
  • Minimum of 5 years related administrative experience required.