Wealth Operations Specialist

Wage Range:
Min: $21.77, Mid: $26.45, Max: $31.13

The Wealth Operations Specialist I provides back-office support to Asset Management and Trust Services. The primary responsibilities include transaction processing, account reconciliation, document retention, and functions using the trust accounting system.

• Process transactions (deposits, disbursements, etc.) to the accounting system.
• Print client checks, and create ACH and Wire Transfer transmissions (initial step of process).
• Document filing (OnBase).
• Process client communication such as greeting cards, holiday gifts, New Client letters, Change of Address letters, etc.
• Balance and reconcile ACH and Wire bank accounts (daily).
• Perform other duties supporting AMTS Operations.

• Trust Accounting Software a plus.
• Previous experience with Trust Accounting Software a plus.
• Associate’s Degree Business and minimum 1 year related preferred or equivalent combination of education and experience.

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind.  to learn more about what benefits we have to offer.

• Regularly:
  Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
• Frequently:
  Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
• Occasionally:
  Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.