Wealth Management Support Specialist II

Heartland Bank and Trust Company•Normal, IL

1d•$24 - $24

About The Position

The Wealth Management Support Specialist II demonstrates proficiency in handling intermediate day-to-day client issues and providing support to assigned Wealth Advisors with moderate supervision and may be involved in division-wide marketing and client relationship management activities. In addition, this role will serve as the primary relationship manager for a group of assigned accounts. May also serve as a Support Specialist through our Broker/Dealer, LPL Financial, LLC.

Requirements

Trust Accounting Software a plus.
Bachelors Degree and minimum 5 years related preferred or equivalent combination of education and experience.

Responsibilities

Assist or perform day-to-day account administration including client communication, appointment scheduling, and file maintenance.
Serve as liaison between Wealth Advisors, AMTS Operations, and the AMTS Investments team.
Prepare client and prospect proposals and presentations, documents, account set-up forms, and electronic files for new accounts.
Assist with financial plan implementation.
Assist with business development efforts (e.g. special events, mailings, and follow up calls).
Serve as the primary relationship manager for a group of assigned accounts with minimal complexity.
Complete Regulatory and Administrative account review.
Process client transactions
Communicate with clients, as necessary
Assist Financial Consultants with set up and onboarding