Senior Wealth Administration Specialist

Description

TITLE: Senior Wealth Administration Specialist

DEPARTMENT: Wealth Management & Trust

The Senior Wealth Administration Specialist is responsible for supporting officers in the administration of trusts and other related financial matters. The role requires clerical, organizational, and communication skills to ensure the smooth delivery of wealth management services.

• Assists officers with daily management of accounts.
• Prepare, process, and maintain trust-related documents, reports and correspondence.
• Handle client inquires and provides support regarding personal and financial related matters.
• 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.
• Manage electronic and physical filings of documents.
• Process invoices, payments and disbursements.
• Mentoring of associates and specialists.
• Lead and develop projects as assigned.
• 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.
• Foster and preserve a culture of inclusion.
• Additional duties and responsibilities may be required to support the company’s mission, vision and values.

• High School diploma or equivalent required; college degree preferred.
• Eight years of administrative assistant experience preferred.
• Banking and/or financial industry experience preferred.
• Excellent administrative and organizational skills, including proficiency in creating business correspondence.
• Familiarity with the probate and trust administration processes in Iowa preferred.
• Excellent verbal, written and interpersonal communication skills.
• Ability to multitask and work in a deadline driven environment.
• Strong computer skills including Microsoft 365.

• Duties are performed in a professional office environment.

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.