Wealth Management Associate at QCR Holdings, Inc.

Ankeny, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Apr, 26

Salary

0.0

Posted On

27 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Clerical Skills, Organizational Skills, Communication Skills, Administrative Skills, Interpersonal Skills, Multitasking, Microsoft 365 Proficiency, Trust Administration Knowledge, Regulatory Knowledge, Client Support, Document Preparation, Record Maintenance, Invoice Processing, Meeting Coordination, Deadline Management, Team Collaboration

Industry

Financial Services

Description

Description TITLE: Wealth Administration Associate DEPARTMENT: 980 - Wealth Management/Trust JOB SUMMARY: The Wealth Administration Associate is responsible for supporting officers in the administration of trusts, settlement of estates and other related financial matters. The role requires clerical, organizational, and communication skills to ensure the smooth delivery of wealth management services. ESSENTIAL FUNCTIONS: • Assists officers with daily management of accounts. • Prepare, process, and maintain trust-related documents, reports and correspondence. • Assist in handling client inquires and provide support regarding personal and financial related matters. • Assist in coordinating with internal teams, financial advisors, attorneys, and beneficiaries. • Maintain accurate records of trust transactions, distributions and compliance requirements. • Schedule meetings, manage calendars, and assist in account reviews. • Learn regulatory and legal guidelines related to trust and estates. • Prepare electronic and physical filings of documents. • Process invoices, payments and disbursements. • Learn and implement standard processes, practices, workflows, time-sensitive activities, communication. preferences, and other cultural and organizational customs to enhance client experience and collaboration. • Learn to independently plan, schedule, and prioritize mission critical dates, times, locations, and people needs in order to achieve maximum success as a value-added contributor to the team. • Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. •Foster and preserve a culture of inclusion. • Additional duties and responsibilities may be required to support the company’s mission, vision and values. QUALIFICATIONS: • High School diploma or equivalent required; college degree preferred. • Minimum one year of administrative assistant experience preferred. • Prior experience in banking, finance, or legal administration is preferred. • Strong administrative and organizational skills, including proficiency in creating business correspondence. • Familiarity with the probate and trust administration processes in IL and/or IA preferred. • Strong verbal, written and interpersonal communication skills. • Ability to multitask and work in a deadline driven environment. • Strong computer skills including Microsoft 365. WORKING CONDITIONS: • Duties are performed in a professional office environment. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.

Responsibilities

The Wealth Administration Associate supports officers in managing trusts and estates, ensuring smooth delivery of wealth management services. Responsibilities include preparing documents, handling client inquiries, and maintaining accurate records.