Associate II, Institutional Wealth

First National Bank•Omaha, NE

2d•Hybrid

About The Position

The Institutional Wealth Associate supports the delivery of wealth management and paying agent services by partnering closely with administrators and internal teams to help clients achieve their financial goals and objectives. This role assists in managing client relationships across investment management, trust, custody, escrow, and paying agent accounts. The Associate executes core operational tasks, prepares documentation, supports client communications, and ensures accurate and timely processing of transactions. This role is expected to demonstrate professionalism, attention to detail, and a strong commitment to delivering high-quality client service.

Requirements

Bachelor’s degree or 5+ years of relevant industry experience
Basic understanding of financial concepts related to wealth management and paying agent services
Strong analytical and problem-solving skills
High attention to detail and accuracy
Ability to work collaboratively in a team environment
Effective written and verbal communication skills
Proficiency with Microsoft Office Suite and relevant systems
Ability to manage multiple tasks and priorities
Unrestricted work authorization and not require future sponsorship

Nice To Haves

Experience in wealth management, trust, or paying agent operations
Familiarity with institutional clients (e.g., foundations, endowments, pension plans)
Working knowledge of relevant systems and platforms
Coursework or certifications in finance, trust, or wealth management

Responsibilities

Provide operational support to maintain and strengthen client relationships
Respond to client inquiries and resolve issues in a timely and professional manner
Actively listen to client needs and ask thoughtful questions to ensure accurate understanding
Maintain regular communication with clients and internal partners
Follow up to ensure client needs and expectations are met
Identify opportunities to enhance client relationships and service delivery
Prepare and maintain forms and documentation required to complete transactions
Execute transactions accurately and in a timely manner
Set up new accounts and grant client credentials following established procedures
Generate client reports and correspondence as needed
Support approval processes by ensuring completeness and accuracy of documentation
Monitor workflows and escalate exceptions or delays as appropriate
Develop and maintain knowledge of wealth management and paying agent products and services
Stay current on product updates and relevant industry trends
Support the delivery of client solutions aligned with financial goals and objectives
Collaborate effectively with team members to support daily operations
Communicate priorities, progress, and issues to ensure coordination and efficiency
Build strong working relationships across teams and business partners
Understand how individual responsibilities impact broader team objectives
Identify opportunities to improve efficiency and streamline processes
Apply process improvement tools and techniques within day-to-day responsibilities
Share ideas and best practices to support continuous improvement
Understand and comply with the Bank’s policies, regulations, and BSA/AML Program, which includes but is not limited to: Adhere to Customer Identification Program and Customer Due Diligence requirements
Identify, monitor, and report suspicious activity
Maintain confidentiality of client information
Complete required compliance and regulatory training in a timely manner
Demonstrate professionalism and contribute to a positive work environment
Support team and departmental goals
Maintain regular and predictable attendance in alignment with policy