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HT
Heartland Trust Company
Administrative Associate
Career Insights for Personal Financial Advisor (General)
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Scorecard
Based on North Dakota data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$104,213 / year median in North Dakota
+4% projected growth
Job Description
Administrative Associate Heartland Trust Company
- 4.0 Fargo, ND Job Details Full-time $22
- $27 an hour 1 day ago Benefits Health insurance Dental insurance 401(k) Flexible spending account Paid time off Employee assistance program Vision insurance Employee discount Professional development assistance Life insurance Qualifications Teamwork Administrative experience Organizational skills Productivity software Business Associate's degree Full Job Description Begin a professional journey where innovation converges with impact!
Responsibilities include:
Support Trust Officers in servicing accounts and responding to client requests. Respond directly to client inquiries, fostering positive relationships with both new and existing clients. Handle various forms of correspondence, including phone calls, letters, emails, etc. Facilitate new and closed account processing. Process transactions such as distribution requests, bill payments, and transfers Review daily transactions and monitor daily cash balances, addressing significant balances and/or overdrafts. Analyze and interpret trust documents to ensure proper administration of trust accounts. Act as a liaison between Trust Officers and Operations staff.Position Requirements:
A Bachelor's or Associates' degree in Business, Finance, or a related field, or equivalent work experience is a prerequisite. Minimum 1 year of prior experience in Trust administrative support preferred. Minimum 1 year of prior experience in insurance, paralegal, accounting or tax preparation preferred. Demonstrate strong written and verbal communication skills. Display self-motivation and the ability to work effectively both independently and in a team environment. Resourceful in problem solving and seeking answers when encountering new situations. Exhibit strong organizational skills, attention to detail, ability to multi-task and excellent follow-up abilities. Proficient in Microsoft Office. Must align withHeartland Trust Company's Core Values:
Integrity- Trust, Honesty, Respect Service
- Going above and beyond Togetherness
- Different Opinions, unified at heart
Mission Statement:
To provide a lifelong commitment to the well-being of the those we serve.Job Type:
Full-time Pay:
$22.00- $27.