ABOUT US

　　For over 100 years, Peoples Bank has maintained a philosophy of commitment to the customer, a belief that has allowed Peoples Bank to thrive and continue to serve communities within its Indiana and Illinois footprint. It's the same philosophy that drives Peoples now as it did in 1910 when the Bank first opened for business. Today, the company keeps better banking moving forward for its customers and communities at Banking Center locations across Northwest Indiana and Chicagoland.

　　Headquartered in Munster, Indiana, Peoples Bank is a locally managed community bank whose mission is to help our customers and communities be more successful. We do this by providing a variety of consumer, business, and wealth management products, and offering a wide range of digital banking services to meet the unique needs of our customers.

　　JOB SUMMARYUnder supervision of the Wealth Group Manager, the Wealth Associate performs advanced operational and administrative duties requiring considerable judgement, independent analysis, and detailed knowledge of Wealth policy and procedures. The Wealth Associate is responsible for coordinating customer-related inquiries, assisting wealth officers with high level administrative duties, with a particular focus on Trust and Fiduciary administrative support. Position requires ongoing support of Wealth sales staff and management with account onboarding and maintenance, asset transfers, department reporting, audit and regulatory exam tracking, tax preparation, and process tracking. Position ensures that all documentation is complete and accurate, following checklists and guidelines where appropriate.

　　DUTIES AND RESPONSIBILITIESFiduciary Asset collection/management- including but not limited to off-site visits to properties held by the Bank Wealth Group, coordinating with attorneys for Court filings, preparing documentation and accountings for court reporting, physically obtaining tangible assets and retention by policy of those assets for Fiduciary purposes, obtaining assets from Banks and brokerage houses, and other high level fiduciary tasks.On-going involvement in fiduciary administration and investment management.Assist officers in the preparation of any reports with respect to sales, calls, fees generated, compliance, tax preparation, project tracking, and portfolio management processes.Responsible for onboarding and maintaining new accounts/relationships by various communication channels through to final account tax return.Initiates account distributions and processes customer contributions for accurate tax reporting for customers, verifying non-routine bills and maintains all appropriate records.Assist officers in the preparation of any reports with respect to sales, calls, fees generated, compliance, tax preparation, project tracking, and portfolio management processes.Responsible for tracking annual tax preparation process for Wealth Group-collaborating with Team to ensure all returns are completed timely and efficiently.Participate in special projects or other responsibilities as requested, including but not limited to audit and regulatory tracking.Perform general office support, including but not limited to filing, scanning documents, and answering the phone.EDUCATION and/or EXPERIENCEMinimum 2-3 years previous experience with trust/wealth, paralegal, or tax accountingBachelors' degree in a business or economics field preferredProficiency with Microsoft Office - i.e., Excel, Word, OneNote, Outlook, Teams and PowerPoint, requiredAbility to efficiently work independently to accurately complete time sensitive transactionsRequires excellent organizational skills and the ability to multi-taskHigh degree of accuracy with strong attention to detail requiredHigh level of professionalism necessary when working with internal and external customersPeoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

　　For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

　　https://www.applicantpro.com/j/3208858-220029