What are the responsibilities and job description for the Wealth Management Analyst position at Citizens National Bank?
Job Description
Wealth Management Analyst
Reports to: Chief Trust & Investment Officer
Summary/Objective
The Wealth Management Analyst is responsible for analysis of investment products and client portfolio reviews.
Primary Functions
1. Analyst Support
- Analyze mutual funds for retirement plans.
- Assist in the selection and analysis of stocks, bonds, ETFs and mutual funds.
- Analyze and prepare reports for quarterly trust account reviews.
- Assist with the preparation of client investment review materials.
- Organize client/prospect presentation packets.
- Assist in account rebalancing & re-allocation.
- Utilize FactSet software.
- Utilize Morningstar software.
2. Compliance
- Adhere to regulatory requirements.
3. Marketing
- Assist with Wealth Management marketing efforts.
Secondary Functions
- Manage special projects as delegated.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Supervisory Responsibility
None
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
Physical Demands
- Prolonged periods working at a desk
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m.
Travel
Minimal travel is expected for this position.
Required Education, Experience, and Skills
- Bachelor's degree in Finance, Economics, or a related field.
- Effective time management and organizational skills.
- Strong verbal and written communication skills.
- Proficient in Microsoft Excel and Word.
- Effective interpersonal skills.
- Ability to manage confidential information.
- Must be able to work alone or in a team environment.
- Ability to read and interpret a variety of documents and reports including statistical information.
Preferred Education and Experience
- Master's Degree
- Investment management experience.
AAP/EEO Statement
Citizens National Bank is an equal employment opportunity employer and complies with all applicable laws and regulations regarding affirmative action and equal opportunity and does not illegally discriminate against anyone protected by law because of that persons race, color, religion, sex, national origin, age, or the individuals status as a veteran or a qualified disabled individual.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
