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Operations Specialist Job Description

Position Title: Wealth Management Group Operations Specialist
Reports to: Wealth Management Group Officer
Classification: Non-Exempt
Revised: February 2023


The Wealth Management Group Operations Specialist reports directly to the Wealth Management Group Officer and is responsible for assisting WMG Officers in management of client relationships and maintaining client account files and relationship in conformity with bank policy and regulatory requirements.


Administration: 65%

  • Assist with annual property and casualty life insurance, auto, homeowners, farm policies to ensure premiums are paid and current.
  • Responsible for entering in daily trades for Peoples Bank and other databases.
  • Connect to Fifth Third for Peoples Bank and other databases for both Advance Custody and Mutual Fund Trading.
  • Post reinvested dividends for both databases.
  • Run daily Broadridge report for both databases.
  • Generate Monthly reports for various accounts including a group account summary report and Annual accrual report.
  • Responsible for preparing annual privacy notice and preparing all outgoing mail that must go out at the end of the day.
  • Reconcile month end statements, department cash, assets, and accounts, keeping all
    departmental functions in balance for Peoples Bank.
  • Monthly reports, excess cash, mutual fund values, info packets for department
  • Monthly and quarterly mailing of statements for Peoples Bank database.
  • Reconcile Peoples Bank checking and Peoples Bank Sweep accounts monthly.
  • Provide WMG with administrative support. This includes typing correspondence such as
    filing comments, preparing check requests from invoices, making copies of correspondence.
  • Serve as the lead for the other databases to; write checks, wires, and billing statements.
  • Serve as primary operations for the Profinium database. Including but not limited to new and closed accounts- purge accounts on the Profinium trust accounting system.
  • Update FDIC Limit quarterly reviews, responsible for reports such as savings bonds, CD
    rates, High Yield CD rates due diligence, Asset Returns.
  • Generate client portfolio comparisons & Morningstar mutual fund research, Portfolio Modeling Returns, Investment Returns-Qualified Retirement Plans.
  • Complete Security Litigation Forms; generate OFAC, and FinCen Updates.
  • Monitor asset maturities coordinating reinvestment options with Profinium's supervising Trust Officer and monthly dollar cost average purchases.
  • Responsible for Accunet for Peoples Bank data base.

WMG Services: 20%

  • Address changes and client confirmation letters.
  • Provide assistance with the preparation of various tax documents.

Customer Service: 10%

  • Provide high level of customer service through greeting scheduled visitors, answering and screening telephone calls, managing the schedule and arranging conference calls.
  • This position will know other products the bank offers. In that capacity, this person will refer customers to the appropriate department in the bank for service. This may include loans, retail and the like.

Other: 5%

  • Obtain various rates monthly.
  • As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities.
  • Look for ways for the department to increase efficiency.
  • Other duties as may be assigned.


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. 


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- or four-year degree in accounting or related field along with two to three years of accounting or 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: BAI Courses: All Staff, Wealth Management Group

Peoples Bank Wealth Management Group is an Equal Opportunity/Access/Affirmative Action/Pro Disabled & Veteran Employer.