Wealth Operations Specialist I

Text "2642" to (309) 322-9911 to apply.

Wage Range: Min: $21.77, Mid: $26.45, Max: $31.13

A Brief Overview

The Wealth Operations Specialist I provides back-office support to Asset Management and Trust Services. The primary responsibilities include transaction processing, account reconciliation, document retention, and functions using the trust accounting system.

What you will do

• Process transactions (deposits, disbursements, etc.) to the accounting system.
• Print client checks, and create ACH and Wire Transfer transmissions (initial step of process).
• Document filing (OnBase).
• Process client communication such as greeting cards, holiday gifts, New Client letters, Change of Address letters, etc.
• Balance and reconcile ACH and Wire bank accounts (daily).
• Perform other duties supporting AMTS Operations.

Other Qualifications/Requirements

• Trust Accounting Software a plus.
• Previous experience with Trust Accounting Software a plus.
• Associate’s Degree Business and minimum 1 year related preferred or equivalent combination of education and experience.

Who We Are

Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.

Heartland Bank’s mission is to “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.

What We Offer

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.

Physical Demands

• Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
• Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
• Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)

Equal Opportunities and Accommodations Statement

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

Salary Disclaimer

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.

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