Wealth Management Assistant

MidFirst Bank•Los Angeles, CA

1d•$40,600 - $62,000

About The Position

This position will be responsible for providing administrative and analytical support to Trust Administrators and Portfolio Managers in order to meet customer needs and manage the overall account relationship. The position will also require direct interaction and communication with trust customers and professional partners. Assist trust administrators in completion of new account related activities, such as account openings, preparation of account documents, CIP compliance, and various other activities. Prepare and input customer distributions, wires, payments to third-parties, statements, joint interest billings, etc., into the trust accounting system for disbursement. Assist trust administrators in completion of activities related to closing accounts. Scan all past and future account documentation, such as disbursement requests, JIBs, internal and external correspondence, and other account-related information, into the content management software system. Review account trial balances, overdrafts, and activity log on client management portal. Generate a variety of reports such as trust and investment account statements, net income downloads, fee review sheets, performance reports, etc., for trust administrators and/or customers. Assist with the annual tax reporting process for trust and investment accounts. Track ongoing account tasks and provide reminders of outstanding items, due dates, approval requests, etc. Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents. Interact with and market to professional partners and centers of influence to aid in new business development and trust sales generation. Interact directly with trust customers and administrators to ensure customer needs and expectations are met by providing high-quality, tailored, customer service. Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs. Perform miscellaneous account, client service, and job related duties, as assigned.

Requirements

At least 3 years administrative/office related experience
Must enjoy working in a team-oriented environment
Candidates must be professional
Have proficient PC skills, specifically in Microsoft products
Must be detail oriented and have the ability to multi-task
Looking for excellent communication, interpersonal and organizational skills

Nice To Haves

Financial services industry, trust, or private banking experience is preferred

Responsibilities

Providing administrative and analytical support to Trust Administrators and Portfolio Managers
Direct interaction and communication with trust customers and professional partners
Assist trust administrators in completion of new account related activities
Prepare and input customer distributions, wires, payments to third-parties, statements, joint interest billings, etc., into the trust accounting system for disbursement
Assist trust administrators in completion of activities related to closing accounts
Scan all past and future account documentation into the content management software system
Review account trial balances, overdrafts, and activity log on client management portal
Generate a variety of reports for trust administrators and/or customers
Assist with the annual tax reporting process for trust and investment accounts
Track ongoing account tasks and provide reminders of outstanding items, due dates, approval requests, etc
Aid trust administrators with administrative responsibilities
Interact with and market to professional partners and centers of influence to aid in new business development and trust sales generation
Interact directly with trust customers and administrators to ensure customer needs and expectations are met
Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs
Perform miscellaneous account, client service, and job related duties, as assigned