What are the responsibilities and job description for the Wealth Administration Specialist position at QCR Holdings, Inc.?
Job Type
Full-time
Description
TITLE: Wealth Administration Specialist
JOB FAMILY: Wealth Management Administration
DEPARTMENT: Wealth Management/Trust
PAY GRADE & FLSA: 5 Non-Exempt
Job Summary
Provides support to officers in the administration of trusts, settlement of estates and other related financial matters The role requires clerical, organizational, and communication skills to ensure the smooth delivery of wealth management services.
Essential Functions
Assist officers with the daily management of accounts
Prepare, process, and maintain trust-related documents, reports and correspondence
Handle client inquires and provide support regarding personal and financial related matters
Coordinate with internal teams, financial advisors, attorneys, and beneficiaries
Maintain accurate records of trust transactions, distributions, and compliance requirements
Schedule meetings, manage calendars, and assist in account reviews
Ensure adherence to regulatory and legal guidelines related to trusts and estates
Manage electronic and physical filings of documents
Process invoices, payments and disbursements
Comply with all company and regulatory policies, procedures and requirements applicable to this position.
Foster and preserve a culture of inclusion.
Additional duties and responsibilities may be required to support the company’s mission, vision and values.
Qualifications
Strong administrative and organizational skills, including proficiency in creating business correspondence
Familiarity with the probate and trust administration processes in IL and/or IA preferred
Excellent communication and customer service skills
Attention to detail and ability to handle confidential information
Ability to multitask and work in a deadline driven environment with multiple individuals simultaneously
Prior experience in banking, finance, or legal administration is preferred
At least 3 years of experience in a support role
Working Conditions
Duties are performed in a professional office environment.
Salary & Benefits
The following compensation and benefits information is provided pursuant to applicable pay transparency and compensation posting laws.
The minimum hourly range for this position is $19.44-$25.57 per hour. The actual starting salary will be based on qualifications and business needs and may vary, as permitted by applicable state law.
This position is a regular full-time position, and individuals employed as regular full-time are eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance.
At Quad City Bank & Trust. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger.
Quad City Bank & Trust. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of Quad City Bank & Trust. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Full-time
Description
TITLE: Wealth Administration Specialist
JOB FAMILY: Wealth Management Administration
DEPARTMENT: Wealth Management/Trust
PAY GRADE & FLSA: 5 Non-Exempt
Job Summary
Provides support to officers in the administration of trusts, settlement of estates and other related financial matters The role requires clerical, organizational, and communication skills to ensure the smooth delivery of wealth management services.
Essential Functions
Assist officers with the daily management of accounts
Prepare, process, and maintain trust-related documents, reports and correspondence
Handle client inquires and provide support regarding personal and financial related matters
Coordinate with internal teams, financial advisors, attorneys, and beneficiaries
Maintain accurate records of trust transactions, distributions, and compliance requirements
Schedule meetings, manage calendars, and assist in account reviews
Ensure adherence to regulatory and legal guidelines related to trusts and estates
Manage electronic and physical filings of documents
Process invoices, payments and disbursements
Comply with all company and regulatory policies, procedures and requirements applicable to this position.
Foster and preserve a culture of inclusion.
Additional duties and responsibilities may be required to support the company’s mission, vision and values.
Qualifications
Strong administrative and organizational skills, including proficiency in creating business correspondence
Familiarity with the probate and trust administration processes in IL and/or IA preferred
Excellent communication and customer service skills
Attention to detail and ability to handle confidential information
Ability to multitask and work in a deadline driven environment with multiple individuals simultaneously
Prior experience in banking, finance, or legal administration is preferred
At least 3 years of experience in a support role
Working Conditions
Duties are performed in a professional office environment.
Salary & Benefits
The following compensation and benefits information is provided pursuant to applicable pay transparency and compensation posting laws.
The minimum hourly range for this position is $19.44-$25.57 per hour. The actual starting salary will be based on qualifications and business needs and may vary, as permitted by applicable state law.
This position is a regular full-time position, and individuals employed as regular full-time are eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance.
At Quad City Bank & Trust. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger.
Quad City Bank & Trust. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.
It is the policy of Quad City Bank & Trust. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
Salary : $19 - $26
