Wealth Operations Coordinator bei Pioneer Bank

Position Summary:

The Wealth Operations Coordinator will be responsible for general office operations as well as providing sales assistance for the Wealth Management team through a variety of responsibilities, including but not limited to those mentioned below.

Essential Job Functions:

1. Responsible for processing client paperwork received from Wealth Management personnel, as well as items received through the mail.
2. Be trained on LPL’s Client works to see Client’s accounts and help with reporting and updating. 
3. Receives and processes deposits and requests disbursements.
4. Assists Wealth Team with Pipeline Reporting.
5. Answers and screens Wealth Advisors’ telephone calls and arranges “Microsoft Team Meetings.”
6. Calls clients for various reasons, including appointment options and follow up.
7. Greets scheduled visitors and conducts to appropriate area or person(s).
8. Helps clients with miscellaneous questions and scheduling of appointments.
9. Assists in business development and partners with other lines of business to enhance the client experience.
10. Perform additional duties as necessary.

Education & Experience:

1. A high school graduate or GED required.
2. Minimum of two years’ experience in a banking, finance or relationship management role required.
3. Associate degree in Accounting, Business, or Finance desirable.
4. Experience with basic office software, such as Microsoft Word, Excel and Outlook.

As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. 

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.