Wealth Management Business Support Specialist II

Wealth Management Business Support Specialist II page is loaded## Wealth Management Business Support Specialist II locations:
Billings, MTtime type:
Full time posted on:
Posted Todayjob requisition :
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*** If you are a current FIB employee, please apply through the Career Worklet in the*** ***.
*** 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  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 **#Team First Interstate .*
* ** 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…