Senior Wealth Administration Specialist

About This Role

This role supports officers in administering trusts and other financial matters within the Wealth Management & Trust department. It requires strong organizational and communication skills to ensure efficient delivery of wealth management services.

Responsibilities

• Assist officers with daily management of accounts
• Prepare, process, and maintain trust-related documents, reports and correspondence
• Handle client inquiries and provide support regarding personal and financial matters
• Maintain accurate records of trust transactions, distributions, and compliance requirements
• Schedule meetings, manage calendars, and assist in account reviews
• Ensure adherence to regulatory and legal guidelines related to trusts
• Manage electronic and physical filings of documents
• Process invoices, payments, and disbursements
• Mentor associates and specialists
• Lead and develop projects as assigned

Requirements

• High School diploma or equivalent
• Excellent administrative and organizational skills
• Proficiency in creating business correspondence
• Excellent verbal, written and interpersonal communication skills
• Ability to multitask and work in a deadline driven environment
• Strong computer skills including Microsoft 365

Qualifications

• High School diploma or equivalent required; college degree preferred.
• 8+ years of administrative assistant experience preferred, with banking and/or financial industry experience preferred.

Nice to Have

• College degree
• 8 years of administrative assistant experience
• Banking and/or financial industry experience
• Familiarity with the probate and trust administration processes in Iowa

Skills

* Required skills