Wealth Management Administrator 1 - Hills Bank : Job Details

\n. Responsible for assisting Wealth Management Officers in the management of existing customer relationships, maintenance of customer account files and relationships in conformity with bank policy and regulatory requirements, and development of new customer relationships. This role will primarily support IRAs, investment management accounts and financial planning relationships in a service center model.\n\n. ACCOUNTABILITIES:\n. Account Administration and Training: \n\n. Be proactive in presenting solutions\/suggestions to problems or improving office efficiency.\n. Prepare account review materials for customer meetings.\n. Facilitate incoming contributions made on behalf of customers.\n. Facilitate distributions made on behalf of customers.\n. Provide online banking assistance to customers.\n. Prepare IRA forms, issue IRA distributions and process IRA contributions.\n. Coordinate with customers for Required Minimum Distributions (RM - Ds).\n. Complete filing and\/or scanning on a tim...Management, Wealth, Administrator, Officer, Accounting, Equipment Maintenance