Wealth Management Associate

Baker Boyer Bancorp•Walla Walla, WA

31d•$21 - $31

About The Position

As a member of the DS Baker Advisors wealth management team, the primary role of the Wealth Management Associate is providing administrative and operational support to provide the best possible client experience. The Associate will assist with account administration, operational functions, and relationship management of client accounts. The Associate will demonstrate the ability to exercise discretion and independent judgment and prioritize workload accordingly.

Requirements

Exceptional client service skills with the ability to communicate professionally and courteously in person or via phone/email.
Professional demeanor, including strong interpersonal presence and sound judgment.
Excellent time management and the ability to organize, prioritize, and manage multiple tasks simultaneously.
High attention to detail and accuracy.
Strong computer proficiency, including Microsoft Office, with the ability to quickly learn new systems and interpret data from software tools.
Ability to build and maintain positive working relationships with Wealth Management staff and other departments.
Effective collaboration skills, with a willingness to engage in team-based decision-making and leverage the expertise of colleagues.
Strong written and verbal communication skills.
Ability to prepare routine reports and correspondence.
Thorough understanding of Wealth Management and Bank policies, procedures, and services.
Capacity to adhere to trust policies, regulatory requirements, and documentation standards.
Strong analytical and problem-solving skills, with the ability to follow written, verbal, or diagrammed instructions and address issues involving multiple variables.
Valid driver's license required.

Responsibilities

Support the advisor by coordinating and ensuring accurate and timely completion of client transactions.
Maintain accurate documentation, task tracking, and compliance standards.
Schedule client meetings, preparing materials, and assisting with follow-up communications.
Respond to client inquiries using sound judgment and escalating issues appropriately
Assist with Reg 9 reviews and account maintenance
Facilitate new account openings and account closures
Prepare and analyze management or client reports
Facilitate trades and other investment-related transactions
Provide back-up support for other Associates as needed.

Benefits

Medical, Dental, Vision plans with additional:
AD&D & Life Insurance
Long Term Disability
401(k) - 100% safe harbor match up to 6%, plus an additional profit-sharing contribution, resulting in employer contributions of up to 12% of annual salary.
Paid Leave-
10 days of Vacation time - The annual Vacation accrual increases by a day each year for the first 10 years, and an additional half day each year for the next 10 years, reaching the maximum Vacation accrual of 25 days at year 20.
7 days of Sick, Safe & More (SSMORE) leave- SSMORE accrues at a rate of 1.2 hours for every 40 hours worked. SSMORE is intended to meet sick and safe leave needs, but it can also be used for vacation or other personal leave.
3 Revive & Renew (R&R) days - We understand the importance of unwinding and recharging, so these R&R days are loaded on the first of each year (prorated for new hires based on the quarter in which they're hired).
11 Paid Federal Holidays annually
Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays.
Life Assistance Plan
Free access to financial counselors
Employee Wellness Program
8 hours of paid volunteer time annually