Wealth Associate

Lake City Bank • Elkhart, IN

8d • Onsite

About The Position

As a Wealth Associate in the Elkhart Region, you will play a critical role in supporting Wealth Advisory Group Officers with trust administration and investment management relationships. This role involves delivering exceptional client service, providing administrative support, processing account transactions, and supporting relationship management efforts.

Requirements

• Associate’s degree; or equivalent work experience required.
• One year to three years of banking experience required.
• Moderate accounting and financial skills.
• Understanding of bank procedures and policies.
• Advanced personal computer competency.
• Experience with Microsoft Word, Excel & Outlook required.

Nice To Haves

• Wealth Management, Trust Administration, or Bank Operations experience preferred.
• PowerPoint preferred.

Responsibilities

• Deliver exceptional client service by responding to inquiries, managing communications, and serving as a primary point of contact for Wealth Advisory Group (WAG) clients.
• Provide administrative support to WAG Officers, including phone coverage, mail and email management, client onboarding/offboarding, and coordination of client correspondence and welcome materials.
• Process a variety of account-related transactions, including bill payments, invoices, fund transfers, distribution requests, and related recordkeeping.
• Support relationship management efforts by collaborating with clients, attorneys, CPAs, and other professional advisors while identifying opportunities to connect clients with additional bank services.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree