Junior Investment Advisor

Identifying Information:

• Department: Wealth Department
• Reports To: Christopher Robinson, Senior Vice President & Wealth Investment Officer
• Status: Full-time Hourly Non-Exempt
• Location: LCNB Main Office, 2 N. Broadway St. Lebanon, OH 45036
• Hours: Monday – Friday 9:00am – 5:00pm
• Compensation: $24.00

Essential Functions and Responsibilities:

• Facilitate Security Trades – Work with all Investment Officers to execute stock, bond, and mutual fund trades. Ensure timely and accurate execution of all trades. Work with operations staff and outside brokers to ensure proper settlement of all trades.
• Support Trust Investment Marketing and Client Engagement – Work with all Investment Officers to prepare and bind client presentation materials for meetings. Regularly update and maintain LCNB economic and market chartbook on FactSet and Excel. Run performance reports for Investment Officers as requested.
• Investment Analysis - Work with Investment Officers to review stocks, mutual funds, exchange traded funds, municipal bonds, corporate bonds, treasury bonds, and agency bonds. Periodically review securities within the Trust Accounting system and work with operational staff to ensure securities are coded correctly within the system.
• Meeting Organization - Collaborate with Investment Officers to maintain client meetings, schedules and materials for meetings. Assist with scheduling team meetings and preparing agendas.
• Miscellaneous Projects - Collaborate with Investment team members to monitor progress on short-term department projects.
• Supply Management - Work with the Wealth Client Care Coordinator to maintain department supplies. Request printer maintenance and repair with Woodhull when required.
• Support the Client Care Coordinator - When the Wealth Client Care Coordinator is absent, provide support for those responsibilities.
• Maintain Regulatory Compliance – Access the Accutech system to perform a quarterly audit of accounts and draft Investment Policy Statements (IPS) for new or aging accounts as needed. Complete quarterly and monthly client assignments. Assist other Trust Officers in compliance, audit, exam preparation and other Trust duties as needed.
• Inter-system Management - Utilize Accutech, Greenhill, and other web-based systems to pull reports. Review and compare accounts between systems. Upload documents to applicable accounts. Maintain account profiles.
• Adhere to the Confidentiality Clause - Maintain a position of trust and responsibility by keeping all customer business confidential.
• Additional duties as assigned.

Required Competencies/Skills:

Desired Competencies/Skills:

• Ability to manage multiple tasks and priorities accurately with attention to detail.
• Ability to work productively as part of a team or independently.
• Proficient in Microsoft Office software with intermediate to advanced knowledge of Excel.
• Ability to quickly learn how to use other department software, including Accutech, Greenhill, FactSet, Money Guide Pro, and Morningstar.
• Strong analytical, statistical, and math skills.
• Ability to adapt and remain flexible to change in a fast-paced environment.
• Ability to exercise good judgment and proactively problem-solve.
• Ability to provide superior quality customer service to both internal and external customers including strong communication skills.
• Relate to and engage with clients of diverse backgrounds and experiences.
• Maintain a client-focused approach and model a professional, genuine demeanor.

Working Conditions:

• Ability to remain in a stationary position up to 75% of the time.
• Ability to lift and carry up to 15 lbs.
• Occasionally move/traverse to access files and equipment.
• Constantly operates a computer and other office equipment.

Compliance Statement: