County National Bank (CNB) is an independent, locally-owned, community bank that is successful and growing whose mission is to "sustain its deep commitment to the community and its traditions of excellence in all aspects of banking, and provide outstanding client service and solid financial performance."

We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.

CNB is looking for a qualified, motivated, and client- and team-focused individual to join our team ON-SITE at our Wealth Management location in Hillsdale, Michigan.

JOB SUMMARY 

The Wealth Management Assistant provides administrative support to the Wealth Management Team by processing various types of paperwork and account information for clients while providing an excellent client service experience to all. 

DUTIES

• Answers phone and greets clients.
• Maintains client data in department’s CRM system.
• Enters portfolio trades into investment trading platform.
• Creates and submits distributions to clients upon obtaining approval from the appropriate officer.
• Opens new accounts in Trust Accounting platforms
• Prepares, scans, reviews and commits correspondence and other informational material in individual client files for retention in Director.
• Opens and distributes mail.
• Maintains knowledge of CNB products and services.
• Provides support to Trust and Wealth Management Officers; such as coordinating schedules and appointments with clients, typing correspondence, filing and retrieving information, and other assistance as needed.
• Assists Private Banker Officer with client requests and client account research needs. 
• Performs CIP and sets-up all new account files.
• Assists in preparation of tax documents, sends to local accountants and processes tax information once returned from accountants.
• Keeps track of account returns, tax refunds and payments on Excel spreadsheets.
• Maintains and protects confidentiality of client information.
• Maintains regular, on-time attendance.
• Remains current in assigned training and continuing education specific to their position (online, video, in-house emails, seminars, etc.)
• Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
• Performs other various duties as assigned.

CONTACT WITH OTHERS – INTERNAL

• Communicates on a regular basis with Wealth Management Department staff.
• Communicates frequently with other bank staff members.

CONTACT WITH OTHERS – EXTERNAL

• Communicates on a regular basis with clients of the Wealth Management Department.
• Communicates on a regular basis with attorneys, accountants, court personnel, and multi-trust customers.