Find & Apply For Personal Financial Advisor Jobs in Warsaw, Indiana

Do you have experience in trust administration, wealth management, and client relationship support and want to work for a company that values your future? As a Wealth Associate in the Elkhart Region, you will play a critical role in supporting Wealth Advisory Group Officers with trust administration and investment management relationships. In this role, you will: Deliver exceptional client service by responding to inquiries, managing communications, and serving as a primary point of contact for Wealth Advisory Group (WAG) clients. Provide administrative support to WAG Officers, including phone coverage, mail and email management, client onboarding/offboarding, and coordination of client correspondence and welcome materials. Process a variety of account-related transactions, including bill payments, invoices, fund transfers, distribution requests, and related recordkeeping. Support relationship management efforts by collaborating with clients, attorneys, CPAs, and other professional advisors while identifying opportunities to connect clients with additional bank services.

Required Qualifications:

Associate's degree; or equivalent work experience required. One year to three years of banking experience required; Wealth Management, Trust Administration, or Bank Operations experience preferred. Moderate accounting and financial skills. Understanding of bank procedures and policies. Advanced personal computer competency. Experience with Microsoft Word, Excel & Outlook required, PowerPoint preferred.

Hours:

Monday - Friday 8:00-5:00 Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person's merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics. Applicants have rights under Federal Employment Laws