SKILLS/ABILITIES: Strong analytical skills, excellent written and verbal communication skills, self-starter, productive, works well with a team and independently, ability to identify, meet, and follow through with client needs and requirements with keen attention to detail, excellent project management skills with ability to prioritize and track multiple tasks, proficiency in Microsoft Office Suite. REQUIRED KNOWLEDGE: Full knowledge of financial services offered by Peoples Bank and Trust, understanding of all PBT policies and procedures related to financial services provided, functional understanding of reports required to manage financial records, knowledge of CRM (Wealthbox), MoneyGuide Pro, and Morningstar.