Wealth Management Business Support Specialist II

This position is located at our Billings, MT Shiloh branch.

What's Important to You
We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Child Care Assistance Program for eligible dependent(s).
• Exercise reimbursement program for employees.
• The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

SUMMARY
The Wealth Management Business Support Specialist II provides operational, tax, and escrow support to the Wealth Management team through proficient handling of workflow processing responsibilities utilizing multiple platforms. This position's emphasis will reside in the area of tax reporting obligations for Wealth Management accounts by working closely with team members and vendors to execute operational requirements in support of the overall Wealth Management strategy.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Cross-trains on all middle office and escrow responsibilities to maintain business continuity.
• Manages all aspects of client and fiduciary tax reporting in support of the Wealth Management team by applying experience and knowledge of estate, gift, fiduciary, and income tax.
• Processes monthly Wealth Management revenues, assembles and analyzes periodic reports for Finance and Committee.
• Acts as liaison in a business partnership role with various third-party vendors that support Wealth Management, tax, and escrow functions.
• Reviews and approves transactions associated with marketable and non-marketable assets and perform quality review on assigned procedures.
• Applies knowledge of intermediate accounting principles and trust accounting in areas of application, research, and complex problem-solving.
• Provides support to Wealth Management offices and escrow, including prompt response to all inquiries, in a professional and responsive manner consistent within department standards and guidelines.
• Completes special projects as assigned.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS AND ABILITIES

• Exhibit strong communication skills with a high ability to reason and problem solve.
• Possess strong interpersonal skills and service responsibilities.
• Ability to communicate effectively, both verbal and written.
• Ability to work well with co-workers.
• Ability to prioritize workload and remain adaptable under pressure.
• Possess essential computer skills to include Internet, Microsoft Outlook, Microsoft Word, and Microsoft Excel.
• Ability to pay attention to detail required, especially in time-sensitive and pressure situations.
• Possess problem-solving skills.
• Ability to read, comprehend and interpret documents such as Tax Publications, User Guides, Policies, and Procedures.
• Ability to write routine correspondence and reports.
• Ability to effectively present information in one to one and group situations.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute rate, ratio, and percent.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Ability to follow all Wealth Management policies and procedures, compliance regulations, and complete all required annual training.
• Ability to lead and coordinate small to medium-sized projects with minimal supervision and keep open line of communication to key stakeholders.

EDUCATION AND/OR EXPERIENCE

• High School Diploma or General Education Degree (GED) required
• Bachelor's Degree in Business, Accounting, or related field preferred
• 4-6 years experience in middle- or back-office operations, or accounting, within an investment, trust, or wealth management firm required
• Exposure and knowledge of estate, gift, fiduciary income, and individual income tax preferred

PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

• Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
• Sitting - Frequently
• Standing - Occasionally
• Noise Level - Moderate
• Typical Work hours - M-F (8-5)
• Regular and Predictable Attendance - Required