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Heartland Trust Company

Administrative Associate

Career Insights for Personal Financial Advisor (General)

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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

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Job Description

Begin a professional journey where innovation converges with impact! Join our dynamic team as we revolutionize Trust Services, embodying a commitment to excellence and fostering a culture of collaboration. If you are enthusiastic about safeguarding legacies for future generations, prepared to make a significant impact, and thrive in a fast-paced environment, this opportunity is crafted for you. Explore a rewarding career with us, where your skills are highly regarded, and your potential is unleashed. and become an integral part of something extraordinary! We are currently seeking a dedicated and resourceful full-time Administrative Associate to join our Trust Administration team. As North Dakota's only independent trust company, offering comprehensive trust and wealth management services, we prioritize a family-first culture within our dynamic company.
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 with
Heartland 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.
00 per hour
Benefits:
401(k) Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Life insurance Paid time off Professional development assistance Vision insurance
Work Location:
In person