Wealth Management Operations Pro

Peoples Bank; Sioux Center (IA); On-site; USD 30,000 - 41,000; Full time

Job summary

Peoples Bank seeks a Wealth Management Group Operations Specialist to support WMG Officers in client relationship management, and to maintain client files in compliance with bank policy and regulatory requirements. The role requires attention to detail and accurate processing of transfers, trades, and reports.

Responsibilities include daily reconciliations, trade execution, and generating monthly statements, while coordinating with multiple bank locations to ensure efficient client service.

Qualifications

• Two- or four-year degree in accounting or related field; 2–3 years of accounting/related experience.
• BAI Courses – All Staff, Wealth Management Group must have.

Responsibilities

• Maintain client account files and relationships in conformity with bank policy and regulatory requirements.
• Perform daily reconciliations of activity using Excel and Cheetah; file reports in Synergy.
• Process checks, wires, ACHs, and cash transfers for clients; schedule regular payments.
• Execute daily trades and reconcile to third parties; post activity for client assets.
• Generate monthly/quarterly statements and department reports; assist with tax-related reporting.

Skills

Attention to Detail

Customer Orientation

Math Skills

Oral/Written Communication

Professionalism

Education

Two- or four-year degree in accounting or related field

BAI Courses – All Staff, Wealth Management Group

Tools

Excel

Word

Job description

Peoples Bank seeks a Wealth Management Group Operations Specialist to support WMG Officers in client relationship management, and to maintain client files in compliance with bank policy and regulatory requirements. The role requires attention to detail and accurate processing of transfers, trades, and reports.

Responsibilities include daily reconciliations, trade execution, and generating monthly statements, while coordinating with multiple bank locations to ensure efficient client service.