Wealth & Fiduciary Retirement Services Officer I - Jackson, MS

Job description

At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true. All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position. The Wealth & Fiduciary Officer I assists Retirement Services Manager to maintain and grow client relationships in Retirement Services Group. Responsible for opening new accounts, maintaining files, and performing various administrative functions. Duties and Responsibilities: - Assist in all areas of service and management of client relationships in Retirement Services Group. - Open new accounts. Includes knowledge and application of all retirement plan types for coding correct information for proper set up within regulatory requirements. - Create and maintain client, individual and household, CRM data information including client contacts and prospect sales process. - Coordinate and reconcile asset transfers in for new accounts and from closing accounts. - Prepare and maintain client files and image all account documents and correspondence. - Prepare and...