Position Title: Wealth Management Group Administrative Assistant
Reports To: Senior Wealth Management Group Officer
Classification: Non-Exempt
Revised: October 2023
Reports To: Senior Wealth Management Group Officer
Classification: Non-Exempt
Revised: October 2023
Scope
The Wealth Management Group Administrative Assistant reports directly to the Senior Wealth Management Group Officer and is responsible for assisting the WMG with management of daily activities. Provides support in the WMG department’s administrative duties for Peoples Bank database.
Accountabilities
Administration: 60%
- Provide administrative support to Trust Officers.
- Assist with new account set up on system.
- Assist with client account reviews, annual account distributions and final account distributions.
- Prepare Annual Conservatorship reports for the court.
- Monitor movement and control of securities including movement in and out of the vault. This includes examining securities deposited for safekeeping, verifying descriptions and signatures, and filing securities according to customer names and account numbers.
WMG Services: 25%
- Responsible for written and electronic correspondence with clients and vendors.
- Assist with marketing of WMG services to clients and prospective clients as needed.
- Greet customers as they come into the WMG Department or via the telephone and make
them feel welcome. - Prepare various IRA forms, RMD notifications, withholding notices, distributions. Assist
with updating 401(K) or Pension Plan Forms.
Other: 15%
- As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities.
- Other duties as may be assigned.
Competencies
Attention to Detail
Regard for all important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to assure that important activities are not missed.
Customer Orientation
Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs and establish an effective working relationship with customers to gain their respect and loyalty.
Mathematical Skills
Possess the ability to perform basic mathematical calculations. Those include the understanding of the relationships of numbers and how to perform basic calculations.
Oral/Written Communication
The ability to express and to communicate thoughts and ideas in a professional, clear, and
concise manner, both orally and in written form to a variety of audiences and to all levels of
staff.
concise manner, both orally and in written form to a variety of audiences and to all levels of
staff.
Professionalism
Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Helps to build and promote teamwork.
Education and Special Requirements
- Two-year degree in business related field or two to three years of related experience.
- This job requires skills needed in a typical office environment. This includes communications skills, computer skills such as, but not limited to, Word and Excel as
well as utilization of typical office equipment. - Internal: Professional growth, Trust and Banking Security/Regulatory education
- Internal: BAI Courses – All Staff, Wealth Management Group
