The Wealth & Fiduciary Officer I assists Retirement Services Manager to maintain and grow client relationships in Retirement Services Group. Responsible for opening new accounts, maintaining files, and performing various administrative functions.

Duties And Responsibilities

Assist in all areas of service and management of client relationships in Retirement Services Group.
Open new accounts. Includes knowledge and application of all retirement plan types for coding correct information for proper set up within regulatory requirements.
Create and maintain client, individual and household, CRM data information including client contacts and prospect sales process.
Coordinate and reconcile asset transfers in for new accounts and from closing accounts.
Prepare and maintain client files and image all account documents and correspondence.
Prepare and coordinate requests for distributions from retirement accounts.
Serve as internal contact for clients and bank officers for account assistance and meet in-office with clients as needed for general assistance.
Manage the enrollment process of new plan participants, including enrollment packages, QR codes, and providing date to sponsor and recordkeepers.
Maintain database of retirement plan participants and sponsors for regular email communications.
Maintain working knowledge of all policies, procedures and regulations pertaining to retirement plan services.
Maintain securities and other licenses necessary to provide required client services.
Maintain records and provide monthly reports for Wealth Management Group Referral Incentive Program for banking Production group.
Maintains a thorough knowledge of Bank products, services, policies, procedures, and appropriate regulatory issues as related to daily job functions including but not limited to:
Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank's standard of conduct.
Performs other duties as requested.
Participates in the bank's High-Performance Rewards Connections program.
Makes referrals to the Mortgage Center and Branches

Position Requirements

Bachelor's Degree preferred.
Five or more years of similar or related experience in Accounting; Finance; Investment Management
General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
Excellent verbal and written communication skills
Extensive reading as needed.
Work outside of regular business hours, as deemed necessary.
Ability to make difficult decisions and handle multiple tasks with daily deadlines.

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