Wealth Management Admin Assist I

Park National Bank

Springfield (OH)

On-site

USD 32,000 - 42,000

Full time

31 hours ago
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Job summary

Park National Bank in Springfield, OH, is seeking a Wealth Management Admin Assist I to join our on-site team and support daily administrative tasks. Responsibilities include preparing reports and presentation materials, handling correspondence, greeting visitors, scheduling meetings, and ensuring compliance with bank policies.

The role requires a high school diploma or equivalent; 0-2 years of relevant experience is noted; this full-time position offers opportunities within wealth management

Qualifications

  • High School diploma or equivalent required.
  • 0-2 years of experience in a similar role.

Responsibilities

  • Prepares reports and presentation materials
  • Receives and responds to correspondence
  • Receives and directs visitors
  • Schedules meetings
  • Performs other duties as assigned
  • Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
  • Deliver a consistent, high level of service within our Serving More standards

Skills

Interpersonal/Customer Service Skills
Written & Verbal Communication
Follow Directions
Adaptability
Basic Computer Skills
Relationship Building
Teamwork
Organizational Skills
Analytical Thinking
Multitasking

Education

High School diploma or equivalent

Job description

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting our Accessibility Accomodation for Applicants page.

Wealth Management Admin Assist I
  • Posted on September 14, 2026
Locations

Showing 1 location

Springfield, OH 45502, USA

  • On-site
  • Trust
  • Full-Time
  • Requisition #: WEALT006966
Description

****Sponsorship Not Available****
JOB RESPONSIBILITIES

  • Prepares reports and presentation materials
  • Receives and responds to correspondence
  • Receives and directs visitors
  • Schedules meetings
  • Performs other duties as assigned
  • Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
  • Deliver a consistent, high level of service within our Serving More standards

COMPETENCIES

  • Interpersonal/Customer Service Skills
  • Written and Verbal Communication
  • Ability to understand and follow directions
  • Adaptable to change
  • Basic Computer Skills
  • Ability to build collaborative relationships
  • Ability to work as part of a team
  • Organizational Skills/Detail Oriented
  • Analytical Thinking
  • Able to Multi-Task or Juggle Priorities

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

  • High School diploma or equivalent required
  • Minimum Years of Specialization Experience - 0-2 Years

ADDITIONAL INFORMATION

This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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