Institutional Wealth Trust Strategist
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
Its fun to work in a company where people truly BELIEVE in what theyre doing!
Were committed to bringing passion and customer focus to the business.
The Institutional Wealth Trust Strategist ensures that the accounts will be administered appropriately. Also works closely with clients their professional advisors and their accounts portfolio manager.
Essential Duties and Responsibilities
Administers assigned accounts according to the terms of the controlling document applicable laws regulations and policies.
Works with the Portfolio Management Group to ensure that all accounts are invested with appropriate asset allocation if applicable.
Work as part of the team to support sales efforts and obtain new clients.
Maintains appropriate contact with clients and their advisors.
Works with other bankers and professionals in the legal and accounting fields to develop new trust and investment management clients.
Ensures that the appropriate accountings are provided to parties associated with the Trust Administrators clients.
Responsible for all management duties of assigned associates to include hiring performance management salary recommendations training of new associates and skill development of all staff.
Participates in community and civic activities.
Assists in budget preparation.
Ensures that all departmental documents and activities are performed in compliance with applicable laws regulations policies and procedures as applicable to this position including completion of required compliance training.
Performs other duties and responsibilities as assigned.
Qualifications
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required.
Skills
Ability to read and comprehend simple instructions short correspondence and memos.
Ability to read and interpret documents such as procedure manuals general business correspondence and/or journals or government regulations.
Ability to read analyze and interpret financial reports and/or legal documents.
Ability to write simple-to-business correspondence routine reports and procedures.
Ability to respond in writing to customer complaints regulatory agencies or members of the business community.
Ability to effectively speak and present information in one-on-one and small group situations to customers clients and other employees in the organization.
Ability to speak effectively present information and respond to questions from groups of clients customers employees managers top management boards of directors and the general public
Education and/or Experience
BS/BA Degree (4 year) from an accredited university/college or
Four to six years of experience in wealth management.
CPA CFP Law Degree or ABA designation in the area managed is preferred
Specialized Training
Courses related to investments financial planning estate administration or another trust-related field is helpful.
Computer Skills
MS Word Excel and Outlook
Certificates Licenses Registrations
An ABA trust certification is preferable.
Other Qualifications (including physical requirements)
Must have good organizational skills.
Must have good oral and written communication skills.
Must have good problem-solving skills with the ability to develop creative solutions.
Must have good interpersonal skills.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a persons race color religion sex ancestry sexual orientation gender identity national origin covered veterans military status physical or mental disability or any other legally protected classifications.
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
For more than 100 years, Simmons Bank has worked hard to help make our customers’ dreams come true - like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.
