Dubuque Bank & Trust
Receive alerts when this company posts new jobs.
Wealth Advisory Support Specialist
at Dubuque Bank & Trust
Dubuque Bank and Trust a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"
The Sales and Services Support Specialist I provides ongoing, general administrative support to the WM Market Manager, Wealth Advisory Services staff, WAS Business Development Officers and/or Investments staff.
1. Administrative Support:
a. Composes and sends routine written correspondence.
b. Creates mailing lists and utilizes mail merge function for mass mailings.
c. Codes and retrieves information for/from OnBase data storage system.
d. Arranges and coordinates meeting attendance, travel schedules and reservations.
e. Is responsible for preparation for Administrative Review Committee and taking minutes.
f. Assists with estate administration.
g. Assist with tax processing as requested.
h. Assists department staff, especially but not solely, Market Manager, Wealth Advisors, Business Development Officers and Investments staff, with special projects as requested.
i. Codes and prepares departmental bills and expense reports for select individuals for submission to finance for payment.
j. Proficiently and accurately prepares informational packets for Advisors and Business Development Officers.
k. Provides back-up to other administrative support staff.
l. Fulfills responsibilities related to the Advent investment performance reporting system, including printing, distributing for review and mailing scheduled reports, running ad hoc reports, and completing file maintenance within the system.
2. Maintains adequate knowledge of all bank services to make appropriate referrals and meet established annual referral goals.
1. Associate's Degree or equivalent combination of education and experience
2. 1-3 years professional office experience.
3. Intermediate to advanced knowledge of Microsoft Office Applications.
4. Experience with Financial Planning, CRM, Trust Accounting software is strongly desired.
5. Ability to support and receive instruction and direction from multiple staff members is required.
6. Strong problem-solving and attention-to-detail skills; responsible for meeting quality standards.
7. Ability to work effectively in a fast-paced environment.
8. Ability to handle and prioritize multiple tasks.
Scheduled Weekly Hours:40
Time Type:Full time
Dubuque Bank and Trust offers you friendly, exceptional service and great banking products. As a customer, you have the unique opportunity to develop a relationship with banking professionals who care. We take pride in giving our customers the very best banking experience possible.
Our unmatched dedication to customer service is strengthened by our parent company, Heartland Financial USA, Inc. , a multi-billion financial services company that matches our loyalty to the principles of community banking. Our shared values coupled with Heartland's powerful services bring our customers the personal attention they deserve, backed by the products and services that make Great Things Happen!
Dubuque Bank and Trust’s team of leaders is fully committed to serving our clients, employees and community.
EOE/AA Employer · M/F/Disabled/Vet
Member FDIC · Equal Housing Lender
Employment at Heartland Financial USA, Inc. is employment at will