Wealth Management Advisor

Park National Bank; Columbus (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Park National Bank in Columbus, OH is seeking a Trust Officer to administer personal trusts, estates, and related accounts. You will identify opportunities to grow client relationships and cross-sell bank services while ensuring compliance with tax and auditing requirements.

The role requires a Bachelor's degree in business or equivalent with 2–4 years of trust or financial services experience. Typical hours are Monday–Friday, with on-site work in Columbus, OH.

Qualifications

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

Responsibilities

• Administer assigned trust accounts including personal trusts, estates, custodial and managing agency accounts, escrow accounts, IRAs, custodial depositories, retirement plans, etc.
• Identify opportunities to grow existing relationships and develop new business, including cross-selling other bank services.
• Ensure compliance with IRS Code, state Trust Code, and audit requirements by following policies and procedures.
• Collect and analyze customer information to recommend suitable financial products and explain advantages of different options.
• Respond promptly to trust-related and banking issues.
• Coordinate workflow, schedule projects, review client accounts, and set timelines for special projects.
• Assist in developing internal education content and scheduling for trust products and services.
• Identify, measure, monitor, and mitigate departmental and enterprise risks.
• Maintain awareness of Bank policies and risk management expectations and apply daily.
• Deliver high-quality service within our Serving More standards.
• Other duties as assigned.

Skills

Interpersonal

Communication

Follow directions

Adaptability

Basic computer skills

Organizational skills

Multitasking

Collaboration

Teamwork

Education

Bachelor's degree or equivalent

2-4 years relevant experience

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 the following our Accessibility Accomodation for Applicants page.

• Posted on October 29, 2026

Locations

Showing 1 location

Columbus, OH 43215, USA

• On-site
• Trust
• Full-Time
• Requisition #: WEALT007063

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. Candidate must live within 50 miles of Columbus, Ohio. 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.