Wealth Management Advisor

Park National Corporation; Cleveland (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Park National Corporation is seeking a Trust Officer to administer trust accounts including personal trusts, estates, custodial and retirement plans, and IRAs. This role ensures compliance with IRS and state Trust Code, audits, and risk policies while advising clients on financial products.

The position requires 2–4 years of related experience and a bachelor's degree in business or equivalent. Typical office hours apply with some onsite travel within Ohio; strong client service is essential.

Qualifications

• Bachelor's degree in business or equivalent combination of education and work experience.
• 2-4 years related work experience required.

Responsibilities

• Administer trust accounts including personal trusts, estates, custodial and retirement plans.
• Identify opportunities to grow relationships and cross-sell 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-related and banking issues.
• Coordinate workflow, schedule projects, review client accounts.
• Assist in developing internal training on trust products and services.
• Identify, measure and mitigate departmental and enterprise risks.
• Maintain awareness of compliance requirements and risk management concepts.
• Deliver high-level service within the Serving More standards.
• Other duties as assigned.

Skills

Interpersonal/Customer Service Skills

Written and Verbal Communication

Follow directions

Adaptable to change

Basic Computer Skills

Organizational Skills/Detail Oriented

Multi-Tasking

Collaborative relationships

Team player

Education

Bachelor's degree in business or equivalent

Job description

RESPONSIBILITIES

• Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA's, custodial depositories, retirement plans, etc.
• Identify opportunities to grow existing relationships and develop new business including responsibility for cross‑selling other bank services
• Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures
• Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products
• Respond in a timely manner to trust related and banking issues
• Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects
• Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services
• Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise‑wide risks
• 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
• Other duties as assigned

COMPETENCIES

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

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

Bachelor's degree in business or equivalent combination of education and work experience required

2-4 years related work experience required

SCHEDULE

Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full‑time. A minimum 40 hours is required per week.

A flexible work arrangement may be available for this position. The position will require some scheduled onsite hours, candidate must live within 50 miles of Bucyrus, Galion, Marion or Mansfield. Please speak to the hiring manager for more 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.