Wealth Management Business Support Assistant Manager

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.
• Student debt employer repayment program.
• 401(k) retirement plan with a 6% match.
• 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 Assistant Manager will provide operational, tax, and escrow support to the Wealth Management team by streamlining workflow processes across multiple platforms. This position will lead a team of Wealth Management Business Support Specialists to ensure timely support and service for our internal relationship management teams. Responsibilities include overseeing Wealth Management system delivery and enhancements, managing risk controls, and serving as the subject matter expert for business unit and executive-level reporting. Additionally, this position drives process improvements to enhance efficiency and effectiveness across Wealth Management operations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assists the Wealth Management Business Support Manager with oversight of all Middle Office, Asset Management Operations, and Escrow tasks to maintain business continuity.
• Supports the tax reporting process by ensuring informational and fiduciary returns are filed accurately and on time, applying expertise in estate, gift, fiduciary, and income tax.
• Collaborates with the Compliance Officer to ensure adherence to operational procedures and policies.
• Drives continuous process improvement by identifying alternative methods and systems to reduce time spent on tasks.
• Identifies opportunities for automation and partners with Information Technology to assess feasibility and implement solutions.
• Partners with external vendors to explore and implement enhancements that increase process efficiency.
• Works with external vendors and IT Governance to perform quantitative risk analysis for all Wealth Management applications.
• Acts as a liaison in a business partnership role with various external vendors supporting Wealth Management, tax, and escrow functions.
• Reviews and approves transactions related to marketable and non-marketable assets, and oversee quality reviews on assigned procedures.
• Provides support to Wealth Management offices and escrow, ensuring prompt, professional, and responsive handling of inquiries in accordance with department standards and guidelines.
• Performs other duties as assigned.

MANAGEMENT RESPONSIBILITIES

• Hires, supervises, evaluates, mentors, and develops team.
• Performs personnel actions to include performance appraisals, disciplinary actions, and interviewing candidates for employment.
• Supervises the daily activities of the team to include delegation of assignments, development of work schedules to meet required timelines, and ensures training is completed.

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

• Skilled in verbal and written communication, including presenting information clearly in one-on-one and group settings, and drafting routine correspondence and reports.
• Ability to collaborate effectively with colleagues and lead medium-sized, complex projects with minimal supervision while maintaining open communication with stakeholders.
• Strong organizational skills to prioritize workload, remain flexible under pressure, and meet time-sensitive deadlines.
• Highly detail-oriented with strong analytical and problem-solving skills, capable of addressing issues involving multiple variables in standardized situations.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel), Internet research, and other common business applications.
• Ability to read, comprehend, and interpret technical documents such as tax publications, user guides, policies, and procedures.
• Competent in performing mathematical operations (addition, subtraction, multiplication, division) and calculating rates, ratios, and percentages.
• Demonstrates the ability to analyze information, interpret instructions in various formats (written, oral, or diagram), and apply logical reasoning to make sound decisions and solve problems effectively.
• Applies intermediate accounting principles and trust accounting expertise in research, application, and complex problem-solving.

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 operations, accounting, or an equivalent combination of education and experience required
• 1-3 years of experience in an investment, trust, or wealth management firm preferred
• 1-3 years of exposure to 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