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FINANCIAL ADVISORY GROUP OPERATIONS SPECIALIST I

Job

Springs Valley Bank & Trust Company

Jasper, IN (In Person)

Full-Time

Posted 2 weeks ago (Updated 1 week ago) • Actively hiring

Expires 7/15/2026

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Job Description

Job DescriptionJob Description
JOB DESCRIPTION
FINANCIAL
ADVISORY GROUP OPERATIONS SPECIALIST I DEPARTMENT
Financial Advisory Group
REPORTS TO
Financial Advisory Group Operations Manager
SUPERVISES
No supervisory responsibility
JOB SUMMARY
Performs operational duties for the Financial Advisory Group and works with Financial Advisors in all aspects of maintaining client accounts in a growing department with opportunities for advancement.
MAJOR DUTIES & RESPONSIBILITIES
Processes a variety of scheduled transactions (checks, ACH, bill pay, and federal and state withholding). Creates and maintains extensive follow-up/tickler and filing system. Reviews daily tickler report and follows up on status of ticklers. Reconciles general ledger and internal operating accounts. Assists in solving operational issues. Performs administrative duties such as telephone support, distribution of mail, and filing. Researches items and completes special projects as needed. Handles and answers customer inquiries in accordance with Brand Standards. Cross-trains on other operational duties.
EDUCATION, EXPERIENCE & SKILLS
Bachelor's degree in finance or related field or 4 years of financial/accounting related work experience. Ability to work independently, as well as part of a larger team. Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills Interest in accounting principles and improving personal financial literacy. Fluency in computer applications such as accounting software and Microsoft Office Programs. EOE, including disability/vets