Wealth Management Assistant Lead

Tompkins Community Bank•Town of Pittsford, NY

3h•$28 - $32•Onsite

About The Position

The Wealth Management Assistant Lead is a player–coach role responsible for guiding, developing, and supporting Wealth Management Assistants I & II while performing administrative duties as needed. The role ensures consistent, accurate administrative processes across all TFA regions and serves as the primary escalation point for complex service and operational issues. This position works closely with Operations, Compliance, and local market leadership—maintaining a dotted‑line relationship to the Local Market Managing Director—to strengthen controls, improve workflows, and support regional needs. Through hands‑on support and clear communication, the Lead helps maintain a unified, high‑performing administrative function that delivers exceptional service to internal partners and clients.

Requirements

An associate’s degree in a related field is required.
Minimum of 3–5 years of experience in a Wealth Management Assistant and/or Trust Associate role, with demonstrated proficiency in supporting wealth, trust, and investment operations.
Strong aptitude for systems and software applications, with working knowledge of trust, investment, and financial‑planning concepts.
Excellent written and verbal communication skills, with the ability to convey information clearly and professionally to clients and internal partners.
Strong analytical, mathematical, and problem‑solving capabilities, with sound judgment and independent decision‑making skills.
Comprehensive understanding of industry products, branch procedures, and operational workflows within a financial services environment.
Highly detail‑oriented with superior organizational skills and the ability to manage multiple priorities in a deadline‑driven setting.
Exceptional interpersonal and client‑service skills, demonstrating professionalism, tact, and the ability to build strong relationships.
Proficiency with Microsoft Office and CRM/workflow software; ability to learn and navigate new systems quickly.
Collaborative team player with strong adaptability and the ability to thrive in a fast‑paced, evolving environment.

Nice To Haves

A Bachelor’s Degree in business, finance, or a related discipline is preferred.

Responsibilities

Provide daily supervision, coaching, and performance‑management oversight for Wealth Management Assistants I & II.
Establish goals, deliver feedback, and support ongoing skills development to maintain a high‑performing administrative team.
Oversee and perform core administrative functions to ensure accuracy, timeliness, and consistency across all regions.
Maintain high service standards in account onboarding, servicing, documentation, and client support.
Ensure administrative procedures are current, compliant, and consistently followed.
Implement internal controls and quality‑assurance checks to strengthen accuracy and mitigate operational risk.
Serve as the primary escalation point for complex operational or client issues.
Partner with Operations, Compliance, leadership, and external vendors to enhance workflows and resolve exceptions.
Manage staffing logistics, workload distribution, and system/equipment needs across regions.
Lead process‑improvement initiatives, technology enhancements, and special projects to drive efficiency and operational excellence.