Wealth Management Advisor

Park National Corporation; Marion (OH); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Park National Corporation in Ohio is seeking a Trust Officer to administer personal trusts, estates, custodial and retirement accounts, and related services. You will identify growth opportunities, cross-sell bank services, and ensure compliance with tax codes and audits.

The role emphasizes customer-focused service, collaboration, and risk management. A Bachelor’s in business with 2–4 years of related experience is required, with some on-site hours and a hybrid work arrangement within 50 miles

Qualifications

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

Responsibilities

• Administer assigned trust accounts including personal trusts and estates; custodial and managing agency accounts; escrow accounts; IRA's.
• 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 determine proper financial products and advise on advantages and disadvantages.
• Respond promptly to trust-related and banking issues.
• Coordinate workflow, establish project schedules, and review client accounts.
• Assist in facilitating internal education programs regarding trust products and services.
• Participate in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks.
• Maintain awareness of compliance requirements and risk management concepts and apply them daily.
• Deliver high level of service within Serving More standards.
• Other duties as assigned.

Skills

Interpersonal/Customer Service

Written Communication

Verbal Communication

Follow Directions

Adaptability

Basic Computer Skills

Organizational Skills

Detail Oriented

Teamwork

Education

Bachelor's degree in business

2-4 years related work experience

Job description

RESPONSIBILITIES - #Ll-Hybrid

• 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.