Job Description
Job Title: Wealth Advisory Administrative Assistant
Overview:
Our Wealth Advisory group is looking for a Wealth Advisory Administrative Assistant who thrives on supporting client relationships, managing account documentation, and staying on top of all the little things that keep us running smoothly. This role is essential to the success of our client experience-from onboarding new relationships to preparing for committee meetings and keeping trust documentation current. You'll be the go-to person for administrative coordination and a trusted partner to our Wealth Advisors and Relationship Managers.
A Day in the Life:
You'll start your day reviewing client account activity, following up on any transaction requests, and making sure all onboarding paperwork is moving along-whether that's prepping forms for e-signature or supporting a Relationship Manager with meeting materials.
You might find yourself:
Helping clients reset passwords or walking them through how to access their account
Inputting one-time checks, wires, ACHs and internal transfers
Sending birthday cards to clients (yes, really!)
Preparing and distributing materials for upcoming client and/or internal committee meetings
Updating addresses, statement frequencies, or indexing trust documents
Supporting seasonal projects like mail merge of letters or coordinating our Christmas card list
No two days are the same-but every day, your work ensures our clients feel supported and our team feels prepared.
What it Takes:
A knack for keeping things organized and accurate-even when juggling a long to-do list
Friendly, professional communication skills and a customer-focused mindset
A willingness to handle both recurring tasks and special projects
Comfort using systems like Microsoft Office Suite, TrustDesk, Director, and document indexing tools (we'll train you!)
Discretion and integrity in handling confidential financial information
A strong sense of ownership and follow-through
Bonus Points:
Prior experience in a wealth management, trust, or investment services environment
Familiarity with financial operations (wires, ACHs, internal transfers, etc.)
Experience managing continuing education programs or marketing mailings
Skilled in systems like Microsoft Office Suite programs and Adobe Acrobat
You love a good checklist and aren't afraid to speak up when something looks off
What we can offer you:
Medical, dental, vision, STD, LTD, Life insurance, etc.
17 days paid time off, 11 paid holidays and bereavement leave
Education Assistance Program
Paid Parental Bonding Leave
Wellness benefits
Life event coverage
Service awards
Financial benefits including 401(k) match, stock purchase plan and more
Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
Logo wear discounts
Free checking account, checks and discounted bank services
This position will be located at:
430 North Hamilton Road
Whitehall, Ohio, 43213
United States
About Us:
Heartland Bank, a Division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
German American Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability or any other category protected by law.
