Wealth Administration Specialist

QCR Holdings, Inc. • Moline, IL

4d

About The Position

The Wealth Administration Specialist provides high-quality administrative and operational support to Wealth Management professionals, clients, and the broader department. The position calls for strong organizational skills, attention to detail, professionalism, confidentiality, and a commitment to exceptional client service.

The role supports day-to-day department operations, client service, account administration, documentation, scheduling, recordkeeping, compliance, and department projects. The specialist follows established procedures and regulatory and legal guidelines related to trust and estates, helps ensure timely and accurate completion of work, and contributes to team coverage and department goals. The position also requires planning and prioritizing mission-critical dates and needs, learning standard processes and communication preferences, and demonstrating the company’s core values.

Requirements

• High school diploma or equivalent required.
• Strong administrative and organizational skills, including proficiency in creating business correspondence.
• Strong verbal, written, and interpersonal communication skills.
• Ability to multitask and work in a deadline-driven environment.
• Strong computer skills, including Microsoft 365.

Nice To Haves

• College degree preferred.
• Minimum three years of administrative assistant experience preferred.
• Prior experience in banking, finance, or legal administration preferred.
• Familiarity with probate and trust administration processes in Illinois and/or Iowa preferred.

Responsibilities

• Provide day-to-day administrative support to Wealth Management professionals and department leadership.
• Prepare, process, and maintain accurate client and operational documentation.
• Provide professional, responsive service to clients, colleagues, internal partners, and vendors.
• Coordinate schedules, meetings, correspondence, client materials, and administrative functions.
• Support account opening, account maintenance, transactions, and other Wealth Management processes.
• Monitor workflows and follow established procedures to ensure timely and accurate completion of work.
• Ensure adherence to regulatory and legal guidelines related to trust and estates.
• Maintain organized electronic and physical records in accordance with department standards.
• Follow established procedures and escalate issues appropriately.
• Assist with department projects, audits, reporting, and process improvements.
• Maintain confidentiality and exercise sound judgment when handling sensitive client and company information.
• Support team coverage and contribute to department goals.
• Learn and implement standard processes, practices, workflows, time-sensitive activities, communication preferences, and organizational customs to enhance client experience and collaboration.
• Independently plan, schedule, and prioritize mission-critical dates, times, locations, and people needs to contribute effectively to the team.
• Comply with applicable company and regulatory policies, procedures, and requirements.
• Demonstrate the company’s Core Values of Passion, Collaboration, Achievement, Innovation, Accountability, and Inclusion.
• Perform additional duties and responsibilities as required to support the company’s mission, vision, and values.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED