Senior Wealth Associate; Fort Wayne, IN
Lake City Bank - Rochester, IN
Apply NowJob Description
This position assists the Wealth Advisory Group Officers with trust administration and investment management relationships, including but not limited to handling transactions and general client and account maintenance. The position will assist with the administration of estate accounts and guardianship accounts. Required Qualifications Include: Associate's Degree or equivalent work experience required. 5-7 years of wealth management, trust administration or bank operations experience required. Personal computer competency and moderate accounting skills Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a persons merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.
Created: 2024-09-23