Wealth Administration Specialist

Description

TITLE: Wealth Administration Specialist

DEPARTMENT: 980 - Wealth Management/Trust

JOB SUMMARY:

The Wealth Administrative Specialist provides high-quality administrative and operational support to Wealth Management professionals, clients, and the broader department. This role requires strong organizational skills, attention to detail, professionalism, confidentiality, and a commitment to exceptional client services.

ESSENTIAL FUNCTIONS:

• •Provide day-to-day administrative support to Wealth Management professionals and department leadership.
• •Prepare, process and maintain accurate client and operational documentation.
• •Provide professional responsive service to clients and colleagues and internal partners and vendors.
• •Coordinate schedules, meetings, correspondence, client materials and administrative functions.
• •Support account opening, account maintenance, transactions and other Wealth Management processes.
• •Monitor workflows and follow established procedures to ensure timely and accurate completion of work.
• •Ensure adherence to regulatory and legal guidelines related to trust and estates.
• •Maintain organized electronic and physical records in accordance with the department standards.
• •Follow established procedures and escalate issue appropriately.
• •Assist with department projects, audits, reporting and process improvements.
• •Maintain confidentiality and demonstrate sound judgement when handling sensitive client and company information.
• •Support team coverage and contribute to department goals
• •Learn and implement standard processes, practices, workflows, time-sensitive activities, communication preferences, and other cultural and organizational customs to enhance client experience and collaboration.
• •Ability to independently plan, schedule, and prioritize mission critical dates, times, locations, and people needs to achieve maximum success as a value-added contributor to the team.
• •Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.
• •Demonstration of our company Core Values of Passion, Collaboration, Achievement, Innovation, Accountability, and Inclusion.
• •Additional duties and responsibilities may be required to support the company’s mission, vision and values.

QUALIFICATIONS:

• •High School diploma or equivalent required; college degree preferred.
• •Minimum three years of administrative assistant experience preferred.
• •Prior experience in banking, finance, or legal administration is preferred.
• •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.
• •Strong verbal, written and interpersonal communication skills.
• •Ability to multitask and work in a deadline driven environment.
• •Strong computer skills including Microsoft 365.

WORKING CONDITIONS:

Duties are performed in a professional office environment.

SALARY AND BENEFITS:

The minimum starting hourly wage for this position is $25.00 per hour. The actual wage will be based on qualifications and business needs and may vary, as permitted by applicable state law.

At QCR Holdings, Inc. 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.

QCR Holdings, Inc. 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 QCR Holdings, Inc. 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.