The Wealth Management Group Operations Specialist reports directly to the Wealth Management Group Lead Operations Specialist and is responsible for assisting WMG Officers in management of client relationships and maintaining client account files and relationship in conformity with bank policy and regulatory requirements.
Administration: 65%
•Assist with annual property and casualty life insurance, auto, homeowners, farm policies to ensure premiums are paid and current.
•Responsible for entering in daily trades for Peoples Bank and other databases.
•Connect to Fifth Third for Peoples Bank and other databases for both Advance Custody and Mutual Fund Trading.
•Post reinvested dividends for both databases.
•Run daily Broadridge report for both databases.
•Generate Monthly reports for various accounts including a group account summary report and Annual accrual report.
•Responsible for preparing annual privacy notice and preparing all outgoing mail that must go out at the end of the day.
•Reconcile month end statements, department cash, assets, and accounts, keeping all departmental functions in balance for Peoples Bank.
•Monthly reports, excess cash, mutual fund values, info packets for department
•Monthly and quarterly mailing of statements for Peoples Bank database.
•Reconcile Peoples Bank checking and Peoples Bank Sweep accounts monthly.
•Provide WMG with administrative support. This includes typing correspondence such as filing comments, preparing check requests from invoices, making copies of correspondence.
•Serve as the lead for the other databases to; write checks, wires, and billing statements.
•Serve as primary operations for the Profinium database. Including but not limited to new and closed accounts- purge accounts on the Profinium trust accounting system.
•Update FDIC Limit quarterly reviews, responsible for reports such as savings bonds, CD rates, High Yield CD rates due diligence, Asset Returns.
•Generate client portfolio comparisons & Morningstar mutual fund research, Portfolio Modeling Returns, Investment Returns-Qualified Retirement Plans.
•Complete Security Litigation Forms; generate OFAC, and FinCen Updates.
•Monitor asset maturities coordinating reinvestment options with Profinium's supervising Trust Officer and monthly dollar cost average purchases.
•Responsible for Accunet for Peoples Bank data base.
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