Position Title:

Wealth Management & Trust Officer I 

FLSA Status:

Non-Exempt 

Reports to:

WM&T Regional Department Manager

Summary of the Job: This person serves as a junior level officer for Wealth Management & Trust clients.

Essential Functions:

• Manages a book of business, with support from senior level officers, to include all account types, including but not limited to: investment management accounts, IRAs, custody accounts, trusts, and estates.
• Handles all facets of client service and client account administration.
• Prepares reports for client meetings.
• Communicates directly with clients, attorneys, accountants, and others as needed.
• Resolves client and other problems by coordinating activities and deadlines, preparing reports, and identifying solutions.
• Processes account transactions as needed.
• Completes account administrative and investment reviews as assigned.
• Processes correspondence, files, and performs other specific duties as needed.
• Functions effectively as a team player with all facets of the organization and outside partners.
• Utilizes internal technology (software applications) to maximum advantage in the performance of duties.
• Ensures all Southside policies and procedures are followed in the performance of duties.

Additional Functions:

• Performs routine duties with minimal supervision using standard practices or procedures.
• Complies with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Participates in proactive team efforts to achieve departmental and company goals.
• Performs other duties as assigned.

Required Education/Experience:

• Bachelor’s degree, preferably in (B.A.) in business, finance or related area preferred.
• Prior experience in wealth management and trust industry preferred.

Necessary Skills:

• Strong interpersonal, written and verbal skills
• Ability to work in a high energy, fast-paced team environment.
• Motivated, strong work ethic, and open to new ideas.
• Be a self-starter with problem solving skills.
• Ability to accept constructive feedback and remain professional.
• Be a career oriented individual.
• Exceptional organizational, analytical and critical thinking capabilities
• Strong project management skills
• Strong Microsoft Office skills
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to define problems: collect data, establish facts and draw valid conclusions.
• Prioritize, organize and handle multiple projects simultaneously.

Physical Activity/Dexterity:

• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

Physical Environment Demands: 

• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other internal and external offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing. 

Working Conditions/Environment:

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g. business office with computers and printers, light traffic).

Work Schedule/Hours:

• Monday through Friday; 8:00 a.m. – 5:00 p.m.
• Available for overtime as needed.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)