Wealth & Fiduciary Officer I - The District, Jackson, MS

At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true.

All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position. 

General Position Scope:

The Wealth & Fiduciary Officer I assists Advisors to maintain and grow client relationships in Registered Investment Advisor Group (RIA): BankPlus Wealth Advisors; and Fiduciary Services (Trust). Responsible for opening new accounts, maintaining files, and performing various administrative functions.

 Duties and Responsibilities:

• Assist in all areas of service and management of client relationships in RIA and Fiduciary Services.
• Open new accounts. Includes knowledge and application of all account types for coding correct information for proper set up within regulatory requirements.
• Create and maintain client, individual and household, CRM data information including client contacts and prospect sales process.
• Coordinate and reconcile asset transfers in for new accounts and from closing accounts.
• Prepare and maintain client files and image all account documents and correspondence. 
• Prepare and coordinate requests for trust distributions to be approved by trust committee.
• Serve as internal contact for clients and bank officers for account assistance and meet in-office with clients as needed for general assistance.
• Coordinate and manage all 1031 exchange and other escrow transactions with closing attorneys and clients.
• Manage process and serve as contact for all "on boarding" of new employees.
• Provide medallion signature guarantee service to BankPlus customers for various security transactions.
• Maintain working knowledge of all policies, procedures and regulations pertaining to trust administration and RIA advisory services.
• Maintain securities and other licenses necessary to provide required client services.
• Serve on monthly administrative review committee and make follow up to add, correct or close out reviews.
• Maintain records and provide monthly reports for Wealth Management Group Referral Incentive Program for banking Production group.
• Maintains a thorough knowledge of Bank products, services, policies, procedures, and appropriate regulatory issues as related to daily job functions including but not limited to:
• Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank's standard of conduct.
• Performs other duties as requested.
• Participates in the bank's High-Performance Rewards Connections program.
• Makes referrals to the Mortgage Center and Branches

Position Requirements:

• Bachelor's Degree preferred.
• Five or more years of similar or related experience in Accounting; Finance; Investment Management
• General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
• Excellent verbal and written communication skills
• Extensive reading as needed.
• Work outside of regular business hours, as deemed necessary.
• Ability to make difficult decisions and handle multiple tasks with daily deadlines.

BankPlus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.

We maintain a drug-free workplace and perform pre-employment substance abuse testing.