Senior Wealth Administration Specialist

QCR Holdings, Inc.•Cedar Rapids, IA

3h•Onsite

About The Position

The Senior Wealth Administration Specialist is responsible for supporting officers in the administration of trusts and other related financial matters. The role requires clerical, organizational, and communication skills to ensure the smooth delivery of wealth management services.

Requirements

High School diploma or equivalent required; college degree preferred.
Eight years of administrative assistant experience preferred.
Banking and/or financial industry experience preferred.
Excellent administrative and organizational skills, including proficiency in creating business correspondence.
Familiarity with the probate and trust administration processes in Iowa preferred.
Excellent verbal, written and interpersonal communication skills.
Ability to multitask and work in a deadline driven environment.
Strong computer skills including Microsoft 365.

Responsibilities

Assists officers with daily management of accounts.
Prepare, process, and maintain trust-related documents, reports and correspondence.
Handle client inquires and provides support regarding personal and financial related 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.
Mentoring of associates and specialists.
Lead and develop projects as assigned.
Learn and implement standard processes, practices, workflows, time-sensitive activities, communication preferences, and other cultural and organizational customs to enhance client experience and collaboration.
Ability to independently plan, schedule, and prioritize mission critical dates, times, locations, and people needs 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.