Peoples Bank · 9 hours ago
Wealth Management Group - Operations Specialist
Rock Valley, IA
Full-time
Onsite
Entry, Mid Level
2+ years expPeoples Bank is seeking a Wealth Management Group Operations Specialist who will assist WMG Officers in managing client relationships and maintaining client account files in accordance with bank policies. The role involves various operational tasks including daily reconciliations, processing transactions, and generating reports.
BankingFinanceFinancial Services
Responsibilities
Work in our online trust management software program, Cheetah, to maintain all activity for our accounts
Perform Daily Reconciliations of all activity which includes Excel documentation and Cheetah reports. Ensure that all activity is recorded correctly, documented, approved, and filed in our online storage program, Synergy
Process checks, wires, ACHs, and cash transfers for clients. This includes contributions and distributions to accounts
Schedule transactions for all regular payments and ensure that all invoices are processed in a timely manner. Assist in setting up automatic payments for clients
Responsible for executing daily trades
Reconcile to Fifth Third for both Advance Custody and Mutual Fund Trading
Post all activity for assets held by clients. This includes dividends, interest, capital gains, maturities, and corporate actions
Preparation of all outgoing mail that must go out at the end of the day
Generate Monthly reports for various accounts including a group account summary report and Annual accrual report
Reconcile month end statements, department cash, assets, and accounts, keeping all departmental functions in balance for Peoples Bank
Create or generate monthly reports that look at a variety of financial areas including excess cash, mutual fund values and activity, and IRA information for department
Generation of all monthly and quarterly statements for Peoples Bank database
Reconcile Peoples Bank checking and Peoples Bank Sweep accounts monthly. Provide WMG with some administrative support. This may include typing correspondence such as filing comments, preparing check requests from invoices, making copies of correspondence
Assist with annual property and casualty life insurance, auto, homeowners, farm policies to ensure premiums are paid and current
Coordinate with other bank branches to assist clients when needed
Provide support during tax season including generating reports and examining transactions
Process estimated tax payments at the federal and state level for client accounts
Update price and rate information for Certificates of Deposit, savings bonds, and money market accounts
Generate OFAC reports, import files and generate FinCen reports, investigate matches, then verify or report any issues
Monitor asset maturities coordinating reinvestment options with officers and monthly dollar cost average purchases
Address changes and client confirmation letters
Obtain tax id information from vendors
Provide assistance with the preparation of various tax documents
Provide assistance when needed for customer service through greeting scheduled visitors, answering, and managing phone calls
This position will know other products the bank offers. In that capacity, this person will refer customers to the appropriate department in the bank for service. This may include loans, retail, and the like
Obtain various rates monthly
As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities
Look for ways for the department to increase efficiency
Other duties as may be assigned
Qualification
Required
Two- or four-year degree in accounting or related field along with two to three years of accounting or related experience
Skills needed in a typical office environment including communication skills and computer skills such as Word and Excel
Prolonged periods of sitting at a desk and working on a computer
Visual acuity to read documents, computer screens, and currency
Manual dexterity for typing and handling paperwork
Occasional travel to client sites or branch locations (if applicable)
Internal: BAI Courses – All Staff, Wealth Management Group
Company
Peoples Bank
Since 1902, Peoples Bank has grown from its Marietta, Ohio roots into a $9.6 billion diversified financial services holding company.
Founded in 1997Lawrenceville, New Jersey, USA
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-02-09IPO
Leadership Team
Tyler Wilcox
President and Chief Executive Officer
Hugh Donlon
Executive Vice President - Community Banking
Recent News
2026-01-20
2025-10-21
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