Wealth Management 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

Overview

Sponsorship not available for role.

Open to Wealth Management Advisor I or II based on level of experience.

Responsibilities

• Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRAs, 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. Please speak to the hiring manager for more information.

Equal Opportunity

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.