Wealth Associate

Bank OZK • Clearwater, FL • 3h ago

Why Bank OZK

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (https://careers.ozk.com/benefits) .

Job Purpose & Scope

Provides direct Trust and Wealth client service as well as administrative support to Wealth Advisors.

Essential Job Functions

Executes daily transaction activity including client account maintenance, disbursements, account opening and closing activities, and asset receipt and delivery instructions in support of client service efforts.

Interacts with Operations, Middle Office, Compliance, IT, and other Trust and Wealth partners as necessary to execute daily tasks according to established policy and procedures.

Provides ongoing support to prepare, coordinate, deliver, and collect necessary account and client documentation in accordance with regulatory and internal compliance procedures.

Engages with clients, internal partners, and Trust and Wealth teammates to perform research as needed to answer questions, problem-solve, and provide information to tax and legal partners.

Provides ongoing support of Trust and Wealth tax reporting requirements including tracking and account maintenance, and interaction with third party tax preparation services.

Provides support for Trust and Wealth team business development efforts including preparation of presentation materials, conference coordination and attendance, scheduling, and pipeline tracking.

Responds to inbound client requests including money movement.

Supports the RMD(Required Minimum Distribution) process for IRA clients.

Supports client onboarding/account setup.

Coordinates internal meetings and conference calls with internal and line of business partners.

Monitors Wealth Engine to help generate leads for Wealth Advisors.

Supports client and prospect outreach by preparing mailings and planning client events.

Performs ARS (Administrative Account Review Suite ) reviews and is responsible for collecting information needed to clear ARS exceptions.

Maintains good punctuality and attendance to work.

Follows Bank policy, procedures, and guidelines.

Knowledge, Skills & Abilities

Knowledge of general banking and/or wealth management concepts.

Knowledge and awareness of data security within a banking environment.

Ability to communicate effectively, both verbally and in writing, with clients, teammates, and internal and external partners.

Ability to demonstrate initiative to accomplish work objectives.

Ability to work both independently and in a team environment.

Ability to demonstrate effective problem-solving skills with minimal guidance and anticipate likely as well as alternative outcomes.

Ability to coordinate multiple activities and data sources to achieve desired outcomes.

Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.

Ability to demonstrate excellent and effective customer service skills.

Ability to maintain confidentiality. bility to demonstrate effective organization, critical thinking, analytical, and problem-solving skills.

Ability to work effectively and demonstrate flexibility in a continually changing environment.

Ability to demonstrate attention to detail.

Skill in using computer and Microsoft Office products, including Word, PowerPoint, and Excel.

Basic Qualifications

High school diploma or equivalent, required; associate's or bachelor's degree, preferred.

1+ year of work experience in a related paralegal role or in an administrative role in a professional financial services or brokerage services environment, required; OR, in lieu of experience, degree in trust administration, required.

This position may require access to certain confidential information and areas of the Bank. Successful completion of a post-offer enhanced criminal background screening including fingerprinting is required.

Prior experience in financial planning, preferred.

Prior experience using Smartsheet technology, preferred.

Job Expectations

Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

LI-BS1

EEO Statement

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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