Wealth Management & Trust Associate - Baker Boyer : Job Details

About Baker Boyer:Baker Boyer is the oldest independently owned community bank in the Pacific Northwest.We are Eastern Washington's trusted financial advisor, serving the Walla Walla Valley, Kennewick and Yakima communities, providing wealth management as well as personal and business banking services.What We Offer:

• Salary:
  • Wealth Management & Trust Associate: $21.00 - $30.00 per hour
• Great Benefits! Medical, Dental, Vision plans with additional:
  • AD&D & Life Insurance
  • Long Term Disability
• 401(k) - 100% safe harbor match up to 6%, plus an additional profit sharing contribution, resulting in employer contributions of up to 12% of annual salary.
• Paid Leave-
  • 22 days of Vacation leave and 3 R&R (Revive & Renew) days.
• 11 Paid Federal Holidays annually*

*Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays.

• Life Assistance Plan
• Free access to financial counselors
• Employee Wellness Program
• 8 hours of paid volunteer time annually

About DS Baker Advisors:This position is part of DS Baker Advisors, a team of wealth management specialists at Baker Boyer whose goal is to provide comprehensive financial services for all business and high net worth individual clients traversing their wealth journey.DS Baker Advisors takes a client centered approach in meeting their diverse, individualized, and often transforming needs. Should a multi-faceted financial relationship develop, our Advisors works together to meet the personal, business, investment, planning and legacy goals of the client. About the Wealth Management & Trust Associate Role:As a member of the DS Baker Advisors wealth management team, the primary role of the Wealth Management & Trust Associate (WMTA) is providing administrative and operational support to provide the best possible client experience.The WMTA will assist with account administration, operational functions, and relationship management of client accounts.The WMTA will demonstrate the ability to exercise discretion and independent judgment and prioritize workload accordingly. Key Responsibilities:

• Provide prompt, courteous assistance to internal clients of Wealth Management. Support DS Baker Advisor Team in its relationships with clients, attorneys, accountants, members of the community and community organizations.
• Understand and comply with standard departmental practices of risk management, regulatory requirements, general trust policies, and sufficiency of documentation.
• Assume responsibility for carrying out tasks, many of which may be confidential or complex in nature. Complete entire task or project independently when possible.
• Perform a variety of services and administrative duties many of which may be confidential or complex in nature. These duties include:
  • Scheduling meetings
  • Initiate contact with clients on routine transactions, including ACH, Checks, Wires, Deposits, Transfers, etc.
  • Review accounts for accuracy
    • Initiating and/or recommending activity where necessary
  • Opening and closing accounts
  • Preparing annual account reviews
  • Prepare and/or analyze various reports
  • Facilitate trades and other investment activities
• Perform back-up responsibilities for other Associates
• Provide technical assistance and train others in their areas of expertise.
• Operational and administrative duties for investment and/or administrative functions
• Assist with continual process improvement
• Cross-train to ensure continuity of all administrative operational functions of the division
• Other duties as requested by the Operations Leadership including but not limited to; develop and/or update operating procedures, research, analysis, implementation of new processes or software, scheduling, preparation of client presentation materials, team projects, and functions to maintain continuity for our internal and external clients.

Skills and Qualifications:

• Demonstrate superior customer care and client service skills. Must be able to have courteous contact with the public on the phone and in person.
• Aptitude to exemplify professionalism both in appearance and attitude.
• Demonstrate excellent time management skills and the ability to manage multiple tasks and priorities.
• Exceptional attention to detail and accuracy.
• Strong computer literacy, including Microsoft Office. Ability to efficiently learn new programs and to proficiently use and interpret data provided by software tools.
• Proactively build and maintain positive relationships with Wealth Management staff and other departments of the Bank.
• Participate in effective team decision making, relying on team members' expertise, knowledge, and relationship with the client.
• Demonstrate strong communication stills.
• Ability to write routine reports and correspondence.
• Ability to maintain a thorough knowledge of Wealth Management Team and Bank policies, procedures and services.
• Capacity to comply with general trust policies, standard department practices of risk management, regulatory requirements, and sufficiency of documentation.
• Ability to apply logic and reasoning when carrying out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several variables in standardized situations.
• Valid Driver License required.

Attributes/Expectations:

• Prudent- Self-motivated to take a commonsense approach to doing what is right for relationships and long-term outcomes, not short-term gains.
• Authoritative- Be knowledgeable and trustworthy- Establish credibility and be approachable for others to seek advice/counsel.
• Relatable- Deeply care about the client and our internal relationships and are present and accessible in the areas where we serve (Walla Walla, Tri-Cities and Yakima).
• Empowering- Establish a proactive, inclusive, and transparent approach to coaching and advising to both clients and peers. Open and motivated to continually improve and to share knowledge with others.
• Counselor approach- Establish a professional and consultative relationship with clients and teams. Seek to listen, understand, and then act, always putting the client or team before the individual or ego.

Education and Experience: Associates or Bachelor's degree, with emphasis in business or finance preferred; or three years related experience and/or training; or equivalent combination of education and experience.Physical Demands/Conditions Requirements:The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to sit, write, type, speak, and listen. The employee is occasionally required to stand, walk, reach, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. The employee must have the ability to sit at a desk and work on a computer. Occasional long distance, overnight travel for business and / or educational purposes.Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company.Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)