Wealth Advisory Administrative Assistant

Job Title: Wealth Advisory Administrative Assistant

Overview:

Our Wealth Advisory group is looking for a Wealth Advisory Administrative Assistant who thrives on supporting client relationships, managing account documentation, and staying on top of all the little things that keep us running smoothly. This role is essential to the success of our client experience-from onboarding new relationships to preparing for committee meetings and keeping trust documentation current. You’ll be the go-to person for administrative coordination and a trusted partner to our Wealth Advisors and Relationship Managers.

A Day in the Life:

You’ll start your day reviewing client account activity, following up on any transaction requests, and making sure all onboarding paperwork is moving along-whether that’s prepping forms for e-signature or supporting a Relationship Manager with meeting materials.

You might find yourself:

• Helping clients reset passwords or walking them through how to access their account
• Inputting one-time checks, wires, ACHs and internal transfers
• Sending birthday cards to clients (yes, really!)
• Preparing and distributing materials for upcoming client and/or internal committee meetings
• Updating addresses, statement frequencies, or indexing trust documents
• Supporting seasonal projects like mail merge of letters or coordinating our Christmas card list

No two days are the same-but every day, your work ensures our clients feel supported and our team feels prepared.

What it Takes:

• A knack for keeping things organized and accurate-even when juggling a long to-do list
• Friendly, professional communication skills and a customer-focused mindset
• A willingness to handle both recurring tasks and special projects
• Comfort using systems like Microsoft Office Suite, TrustDesk, Director, and document indexing tools (we’ll train you!)
• Discretion and integrity in handling confidential financial information
• A strong sense of ownership and follow-through

Bonus Points:

• Prior experience in a wealth management, trust, or investment services environment
• Familiarity with financial operations (wires, ACHs, internal transfers, etc.)
• Experience managing continuing education programs or marketing mailings
• Skilled in systems like Microsoft Office Suite programs and Adobe Acrobat
• You love a good checklist and aren’t afraid to speak up when something looks off

What we can offer you:

• Medical, dental, vision, STD, LTD, Life insurance, etc.
• 17 days paid time off, 11 paid holidays and bereavement leave
• Education Assistance Program
• Paid Parental Bonding Leave
• Wellness benefits
• Life event coverage
• Service awards
• Financial benefits including 401(k) match, stock purchase plan and more
• Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
• Logo wear discounts
• Free checking account, checks and discounted bank services

This position will be located at:

430 North Hamilton Road
Whitehall, Ohio, 43213
United States

About Us:

Heartland Bank, a Division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.