Wealth Management Advisor

Park National Bank•Columbus, OH

About The Position

The Wealth Management Advisor administers assigned trust accounts, including personal trusts and estates with non-complex attributes, custodial and managing agency accounts, escrow accounts, IRAs, custodial depositories, and retirement plans. The role supports existing client relationships and develops new business, including cross-selling other bank services. It also collects and analyzes customer information to recommend appropriate financial products and explain their advantages and disadvantages. The advisor responds promptly to trust-related and banking issues, coordinates workflow and project schedules, reviews client accounts, and determines timelines for special projects. The position may also help facilitate internal education programs about trust products and services. The advisor contributes to departmental and enterprise-wide risk management, follows applicable compliance requirements and policies, and delivers service consistent with the bank’s Serving More standards. Other duties may be assigned. This is a full-time, exempt position requiring at least 40 hours per week. Typical office hours are Monday through Friday, 8 a.m. to 5 p.m. A flexible work arrangement may be available. Candidates must live within 50 miles of Columbus, Ohio; applicants should speak with the hiring manager for more information.

Requirements

Bachelor’s degree in business, or an equivalent combination of education and work experience.
2–4 years of related work experience.
Interpersonal and customer service skills.
Written and verbal communication skills.
Ability to understand and follow directions.
Adaptability to change.
Basic computer skills.
Organizational skills and attention to detail.
Ability to multitask and juggle priorities.
Ability to build collaborative relationships.
Ability to work as part of a team.
Must live within 50 miles of Columbus, Ohio.

Responsibilities

Administer assigned trust accounts, including personal trusts and estates with non-complex attributes, custodial and managing agency accounts, escrow accounts, IRAs, custodial depositories, and retirement plans.
Identify opportunities to grow existing relationships and develop new business, including cross-selling other bank services.
Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by following policies and procedures.
Collect and analyze customer information to determine suitable financial products and advise customers on the advantages and disadvantages of different products.
Respond in a timely manner to trust-related and banking issues.
Coordinate and organize workflow, establish project schedules, review client accounts, and determine timelines for special projects.
Assist with facilitating internal education programs regarding trust products and services, including developing content and scheduling.
Participate in identifying, measuring, monitoring, controlling, and mitigating departmental and enterprise-wide risks.
Maintain awareness of and adhere to the bank’s compliance requirements, risk management concepts, expectations, policies, and procedures in daily work.
Deliver consistent, high-level service within the bank’s Serving More standards.
Perform other duties as assigned.