What are the responsibilities and job description for the Wealth Management Analyst position at Hills Bank?
SCHEDULE: Full-time; Monday – Friday (8:00 am – 5:00 pm). 1-2 Saturdays/year. Average of 40 hours/week.
LOCATION: 3204 7th Ave, Marion, IA 52302
BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!
SCOPE:
The Hills Bank Trust and Wealth Management department provides a broad range of financial services to help clients manage, grow and protect their wealth.
The Wealth Management Officer career track starts at the Wealth Management Analyst role which focuses on the fundamentals of financial planning and account management. You'll gain valuable hands-on experience working alongside leading professionals in the disciplines of financial planning, retirement planning, investments and trust services.
ACCOUNTABILITIES:
Wealth Management Support
- Solve complex account issues that require extensive analysis while moving through different scenarios and systems. You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations, as well as partnering with our vendors on ways to enhance our customers' experience.
- Resolve a high volume of customer inquiries in a timely manner while providing exceptional customer service.
- Assist customers with establishing new accounts and initiating funding and rollover transactions.
- Communicate directly with customers and internal colleagues to ensure the execution of customer deliverables and progress towards Hills Banks goals.
- Assist in the creation and updating of prospect and customer financial plans and investments analyses.
- Utilize software and tools that facilitate financial planning
- Gather data and create reports that are utilized by the department and its committees.
- Enhance and maintain Hills Bank's reputation as an area leader in wealth management.
- Note and verify significant information as required by Hills Bank policy and procedure. Ensure that Hills Bank procedures are followed.
- Maintain confidentiality of customer account information.
EDUCATION AND SPECIAL REQUIREMENTS:
- Bachelor's degree (B.A. or B.S.) from a four-year college or university in the field of business, including specific courses in accounting, finance, and economics; or one year of banking experience and/or training; or equivalent combination of education and experience.
- Experience with direct client-facing personal banking, wealth management or financial planning account administration responsibility preferred
- This job requires skills needed in a typical office environment. This includes computer skills, communications skills, as well as utilization of office equipment.
EQUAL OPPORTUNITY EMPLOYER