Wealth Management Specialist, Sr. jobs in Cheyenne, WY

Wealth Management Officer | Cheyenne Office

DESCRIPTION: Hilltop Bank’s Wealth Management Department is a full service trust department where officers are responsible for the administration of Estates, Conservatorships, Investment Management Accounts, IRA's, Revocable and Irrevocable Trusts.

PRIMARY DUTIES/ RESPONSIBILITIES:

• Attracts, grows, and retains a portfolio of personal trust relationships
• Maximize business development
• Estate planning, and building custom portfolios
• Personal trust and estate administration
• Investment management
• Facilitate clients meetings and presentations
• Compliance with state and federal regulations

REQUIREMENTS:

• Excellent client relationship skills
• Strong oral and written communication skills
• Bachelor’s degree or equivalent in education and experience 3-5 years of experience as an administrator.
• High level of accuracy, detail oriented
• Proficiency with Microsoft Word, Excel, and Lotus
• CTFA is a plus

No recruiters, please.

To apply for this position, send confidential resume and letter of interest to: hrdirector@hilltop.bankor mail to HR Director P.O. Box 50566 Casper, WY 82605

All qualified applicants will receive consideration for employment without regards to race, color, religion, gender, or national origin. We are an equal opportunity employer of individuals with disabilities and protected veterans.

Job Type: Full-time

Benefits:

• 401(k) matching
• Flexible spending account
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Work Location: In person