Wealth Advisory Administrative Assistant

Wealth Advisory Administrative Assistant

Our Wealth Advisory group is looking for a Wealth Advisory Administrative Assistant who thrives on supporting client relationships, managing account documentation, and staying on top of all the little things that keep us running smoothly. This role is essential to the success of our client experiencefrom onboarding new relationships to preparing for committee meetings and keeping trust documentation current. You'll be the go-to person for administrative coordination and a trusted partner to our Wealth Advisors and Relationship Managers.

A Day in the Life:

You'll start your day reviewing client account activity, following up on any transaction requests, and making sure all onboarding paperwork is moving alongwhether that's prepping forms for e-signature or supporting a Relationship Manager with meeting materials.

You might find yourself:

Helping clients reset passwords or walking them through how to access their account

Inputting one-time checks, wires, ACHs and internal transfers

Sending birthday cards to clients (yes, really!)

Preparing and distributing materials for upcoming client and/or internal committee meetings

Updating addresses, statement frequencies, or indexing trust documents

Supporting seasonal projects like mail merge of letters or coordinating our Christmas card list

No two days are the samebut every day, your work ensures our clients feel supported and our team feels prepared.

What it Takes:

A knack for keeping things organized and accurateeven when juggling a long to-do list

Friendly, professional communication skills and a customer-focused mindset

A willingness to handle both recurring tasks and special projects

Comfort using systems like Microsoft Office Suite, TrustDesk, Director, and document indexing tools (we'll train you!)

Discretion and integrity in handling confidential financial information

A strong sense of ownership and follow-through

Bonus Points:

Prior experience in a wealth management, trust, or investment services environment

Familiarity with financial operations (wires, ACHs, internal transfers, etc.)

Experience managing continuing education programs or marketing mailings

Skilled in systems like Microsoft Office Suite programs and Adobe Acrobat

You love a good checklist and aren't afraid to speak up when something looks off

What We Can Offer You:

Medical, dental, vision, STD, LTD, Life insurance, etc.

17 days paid time off, 11 paid holidays and bereavement leave

Education Assistance Program

Paid Parental Bonding Leave

Wellness benefits

Life event coverage

Service awards

Financial benefits including 401(k) match, stock purchase plan and more

Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.

Logo wear discounts

Free checking account, checks and discounted bank services

This position will be located at:

430 North Hamilton Road Whitehall, Ohio, 43213 United States

About Us:

Heartland Bank, a Division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

Full Time