Wealth Management Advisor

Park National Corporation; Patton Park (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Park National Corporation in North Carolina seeks a Wealth Management Advisor I or II to administer trust and custodial accounts, identify cross-sell opportunities, and ensure IRS and state compliance. The role requires a business bachelor’s degree and 2–4 years of related experience, with standard 8–5 hours and potential flexible arrangements.

The position offers a collaborative banking environment with growth opportunities in wealth management and trust services.

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 is a plus.

Responsibilities

• Administer assigned trust accounts including personal trusts and estates, 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

Skills

Interpersonal/Customer Service

Written/Verbal Communication

Follow directions

Adaptability

Basic Computer Skills

Organizational Skills

Detail Oriented

Multi-Tasking

Collaboration

Teamwork

Education

Bachelor's degree in business

2–4 years related work experience

Job description

Description

***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, 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. 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.