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Provides administrative and client service support to financial advisors, including account maintenance, scheduling, communications, records, compliance documentation, transactions, referrals, events, vendor coordination, office supplies, and expense reporting. Maintains accurate client information, supports onboarding and branch operations, assists with compliant marketing activities, and completes required BSA/AML training. Travel between branch locations may be required.

Processes outgoing distribution transactions, including IRA required minimum distributions, recharacterizations, conversions, and transfers. Maintains transactional documentation, follows up with customers for missing information, and performs quality control before routing files for further processing. The role also requires compliance training, accurate data entry, organizational skills, basic accounting knowledge, and proficiency with Microsoft Office and accounting software.

Creates marketing graphics, advertisements, brochures, signage, billboard art, social media content, website updates, and campaign materials. Collaborates with departments on promotional concepts, maintains brand consistency, writes marketing copy, supports digital and mobile banking content, and manages multiple projects under strict deadlines. The role also requires presentation skills, compliance training, and proficiency with Adobe Creative Cloud design applications.

Lead business development efforts for retirement custody products by generating and managing a sales pipeline, targeting medium-to-large clients, delivering tailored presentations and pricing, training partners, attending industry events, ensuring compliance (BSA/AML), managing and developing a small sales team, and maintaining product and competitor knowledge.

Support Mortgage Marketing Manager with asset management, marketing ticket coordination, promotional ordering, expense tracking, social media support, compliance paperwork, creation and distribution of marketing materials, and vendor/stakeholder communication. Complete assigned compliance training and assist with market and digital marketing data.

Sell and support cash-management products to commercial clients, generate fee income, prepare implementations and RFP cost analyses, train staff, liaise with operations, assess risk and promote cybersecurity best practices, and maintain compliance (BSA/AML).

Performs timely, accurate posting of checks, ACH and wires to IRA and sinking fund accounts, processes remote capture deposits and drafts, reconciles daily balances, handles fee invoicing and past-due notices, analyzes reconciling reports, completes BSA/AML compliance training, and performs related clerical and accounting support duties.

Provide daily back-office support for treasury management customers including ACH, wire, and remote deposit limit increases; log transactions; prepare annual reviews; respond to banker and customer inquiries by phone and email; complete BSA/AML and compliance training; cross-train on cash management functions.

Drive B2B sales of GoldStar retirement and custodial solutions by generating and managing a business pipeline, delivering tailored presentations, educating partners and customers, ensuring compliance (BSA/AML), and maintaining product and competitive knowledge to expand and retain business relationships.

Supports the bank's Operational Risk Management program by performing risk assessments, identifying control gaps, monitoring internal controls and loss events, maintaining the GRC platform, drafting policies, preparing reports for management, and coordinating with business lines, ERM, IT, Compliance, and Audit.