Wealth & Trust Advisor - Flexible Hours & Growth

Park National Corporation; Newark (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Park National Corporation seeks a Trust Services professional to manage personal trusts, estates, custodial accounts, IRAs, and retirement plans from its Newark area offices. The role focuses on growing relationships, cross-selling bank services, and maintaining strict IRS and state trust-code compliance.

You will analyze customer information to tailor financial products, respond promptly to trust-related issues, and coordinate projects and training while upholding risk standards and delivering

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, IRA's, custodial depositories, retirement plans.
• Identify opportunities to grow existing relationships and develop new business, including 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 internal education programs regarding trust product and services.
• Participate 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 Skills

Written and Verbal Communication

Follow directions

Adaptable to change

Basic Computer Skills

Organizational Skills/Detail Oriented

Multi-Tasking / Prioritization

Collaborative relationships

Team player

Education

Bachelor's degree in business

Equivalent combination of education and work experience

Job description

Park National Corporation seeks a Trust Services professional to manage personal trusts, estates, custodial accounts, IRAs, and retirement plans from its Newark area offices. The role focuses on growing relationships, cross-selling bank services, and maintaining strict IRS and state trust-code compliance.

You will analyze customer information to tailor financial products, respond promptly to trust-related issues, and coordinate projects and training while upholding risk standards and delivering