Job Description
Wealth & Trust Officer - Mitchell
First Dakota National Bank is looking for a full-time Wealth & Trust Officer to join our Mitchell team. This person will direct and coordinate activities relative to selling and administering investment agency, IRA, trusts, probate estates and court ordered conservatorships.
Duties
Solicits business from potential clients
Develops contacts with spheres of influence including but not limited to bank personnel, legal and accounting professionals for client referrals
Interviews clients to determine financial position and goals, resources, assets available to invest, and estate planning needs
Prepares/presents proposals to clients for solving investment needs
Coordinates establishment of client’s estate plan with client’s legal and accounting professionals
Determines investment strategies for various fiduciary and investment account needs
Initiates/manages the investment of accounts according to department investment policy and approved products
Ensures accounts are invested according to specific account investment expectations
Meets with clients periodically for investment and administrative reviews
Serves as a participating member of the Asset Review Committee
Prepares annual account reviews for presentation to Account Review Committee
Coordinates administrative functions, including but not limited to collection of assets, distributions, tax preparation, legal filings, real property management and file documentation
Develops understanding of trust operating system to ensure proper file administration, documentation and client communications
Maintains current regulatory competencies in estate planning, probate and trust investing
Other duties as assigned.
Qualifications
Attributes include a positive attitude and good work ethic. The ability to process a variety of tasks accurately and efficiently, the capability to maintain strict confidentiality, attention to detail and comply with all Bank policies and procedures. Communicate effectively with various types of clientele, co-workers and departments to resolve an assortment of needs. Strong organizational skills and the ability to work well in a team environment. Punctuality is a must.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience
Bachelor’s degree (B.A/B.S) from four-year college or university
5 years related experience and/or training
Preferred candidate will possess JD, CPA, CTFA, or CFP designation
Work Environment
Office: The work environment of this job includes interacting with others in an office setting, and the noise level is usually moderate.
Physical Demands
Light: The physical demands of this job include bending, sitting, and occasionally lifting up to 10 pounds with or without reasonable accommodation.
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