Job Description

Position Title: Wealth Management Group Operations Specialist

Reports To: Wealth Management Group Lead Operations Specialist

Classification: Non-Exempt

Revised: June 2026

Scope:

The Wealth Management Group Operations Specialist reports directly to the Wealth Management Group Lead Operations Specialist and is responsible for assisting WMG Officers in management of client relationships and maintaining client account files and relationship in conformity with bank policy and regulatory requirements.

Accountabilities:

Administration: 65%

• 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 locations 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.

WMG Services: 20%

• Address changes and client confirmation letters.
• Obtain tax id information from vendors.
• Provide assistance with the preparation of various tax documents.

Customer Service : 10%

• 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.

O ther: 5%

• 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.

Competencies:

Attention to Detail:

Regard for all important details to ensure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to ensure that important activities are not missed.

Customer Orientation:

Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs and establish an effective working relationship with customers to gain their respect and loyalty.

Mathematical Skills:

Possess the ability to perform basic mathematical calculations. Those include the understanding of the relationships of numbers and how to perform basic calculations.

Oral/Written Communication:

The ability to express and to communicate thoughts and ideas in a professional, clear, and concise manner, both orally and in written form to a variety of audiences and to all levels of staff.

Professionalism:

Projects a positive image of the bank to all internal and external customers at all times along with the ability to work well with others. Helps to build and promote teamwork.

Education and Special Requirements:

• Two- or four-year degree in accounting or related field along with two to three years of accounting or related experience.
• This job requires skills needed in a typical office environment. This includes communications skills, computer skills such as, but not limited to, Word and Excel as well as utilization of typical office equipment.
• Internal: BAI Courses – All Staff, Wealth Management Group

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Frequent use of hands and fingers for data entry, handling cash, and operating office equipment.
• Visual acuity to read documents, computer screens, and currency.
• Manual dexterity for typing and handling paperwork.
• Occasional travel to client sites or other bank locations (if applicable).

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