Administrative Skills, Billing, Communication Skills, Community Banking, Customer Acquisition, Customer Experience, Customer Relations, Customer Service Operations, Customer Support/Service, Customer/Client Research, Documentation, Genetics, Internal Audit, Interpersonal Skills, Licensing, Maintain Compliance, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Operational Support, Operations Management, Organizational Skills, Process Improvement, Productivity Management, Reconciliation, Regulations, Regulatory Compliance, Regulatory Requirements, Resolve Customer Issues, Retirement Plan, Risk Analysis, Series 63, Series 7, State Laws and Regulations, Time Management, Wealth Management
WhatYou’llDo
DirectClientService—Individual&FamilyAccounts
- Deliver high-level client communication in person, by phone, and via email/portal.
- Resolve client inquiries promptly and professionally, with timely follow-up.
- Drive client adoption of technology platforms and provide user support.
DirectClientService—RetirementPlan(401(k))Clients
- Prepare documentation to solicit, open, and maintain retirement plan relationships.
- Coordinate account setup and servicing for plan clients.
- Collaborate with advisors and partners to ensure smooth plan administration.
Operations&AccountAdministration
- Manage and optimize daily account-processing workflows, identifying and implementing efficiency improvements.
- Maintain compliant, well-organized client records and documentation.
- Implement and leverage technology enhancements to increase team productivity.
- Own production of internal reports for senior management and billing.
Audit,Risk&ComplianceManagement
- Prepare documentation and reconciliations for internal audits and risk assessments.
- Research historical account data to support audit and compliance inquiries.
- Ensure adherence to regulatory requirements and licensing standards, as applicable.
COMPETENCIES:
- Communication
- Client Orientation
- Strong organizational skills
- Adaptability and flexibility
- Integrity and ethical judgement
- Relationship Building and interpersonal skills
- Results-driven mindset
- Personal accountability and initiative
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Experience with wealth management platforms (e.g., Black Diamond)
Education
- Associate degree in a business-related field preferred or equivalent work experience.
- FINRA Series 7 and 66 (or Series 63/65) strongly preferred; must obtain required licensure within 12 months if not currently licensed.
Experience
- Minimum 10 years of administrative or related experience.
- Prior wealth management administrative experience required.
Pre-Employment Screening
All candidates are invited to take our pre-employment screening ahead of time, by copying and pasting this link to complete the assessment: https://www.ondemandassessment.com/o/JB-I55PU5FDF/landing?u=1089394
American Community Bank & Trust (ACBT) is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, age, sex, national origin, non-disqualifying physical or mental disability status, genetics, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state or local laws. All employment decisions are made on the basis of qualifications, merit and business need. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Full-Time; Exempt
This is an on-site role; our in-office culture prioritizes relationship-building and collaboration.
401k, Medical, Vision, Dental, Disability, Life, +
$70,000 - $90,000 per year, commensurate with experience
Compensation details: 70000-90000 Yearly Salary
PI23b737dad3f1-25401-40155559
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American Community Bank & Trust