Strategic Trust & Wealth Advisor

Park National Corporation; Greenville (SC); On-site; USD 60,000 - 90,000; Full time

Job summary

Park National Corporation in Greenville, SC seeks a Wealth Management Advisor I or II to administer trust accounts, IRAs, custodial and estate accounts, and related trust services. Open to level based on experience; sponsorship not available; typical office hours Monday through Friday, full-time.

You will identify opportunities to grow relationships, ensure compliance, analyze client needs, coordinate workflows, and contribute to internal education on trust products.

Qualifications

• Bachelor's degree in business or equivalent combination of education and work experience required.
• 2-4 years related work experience required.
• Experience in wealth management or trust services preferred.

Responsibilities

• Administer assigned trust accounts including personal trusts and estates, IRAs and custodial accounts.
• Identify opportunities to grow existing relationships and cross-sell other bank services.
• Ensure compliance with IRS Code, state Trust Code and audit requirements.
• Collect and analyze customer information to advise on financial products.
• Respond promptly to trust and banking issues.
• Coordinate workflow, review client accounts and project timelines.
• Assist in internal education programs regarding trust products and services.
• Identify, measure and mitigate departmental and enterprise risks.
• Maintain awareness of compliance and risk management policies and apply them daily.
• Deliver a high level of service per Serving More standards.
• Other duties as assigned.

Skills

Interpersonal Skills

Communication

Follow directions

Adaptability

Basic Computer Skills

Organization

Multitasking

Teamwork

Education

Bachelor's degree in business

2-4 years related work experience

Job description

Park National Corporation in Greenville, SC seeks a Wealth Management Advisor I or II to administer trust accounts, IRAs, custodial and estate accounts, and related trust services. Open to level based on experience; sponsorship not available; typical office hours Monday through Friday, full-time.

You will identify opportunities to grow relationships, ensure compliance, analyze client needs, coordinate workflows, and contribute to internal education on trust products.