Wealth Management Associate
About The Position
The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service. This position supports the efficient administration of wealth management activities by assisting with account documentation, client communications, transaction processing, and other day-to-day support functions. The role requires strong attention to detail, professionalism, discretion, and the ability to manage multiple priorities while contributing to a positive client experience and the overall effectiveness of the Wealth Management team.
Requirements
- Detail oriented with superior organizational skills.
- Adaptable with the ability to multi-task.
- Strong time management skills.
- Mathematical aptitude.
- Team player with the ability to collaborate with others.
Nice To Haves
- Wealth Management industry experience is a plus; will train the right candidate.
Responsibilities
- Providing comprehensive operational, administrative, and clerical support to Wealth Advisors.
- Assisting with account documentation.
- Assisting with client communications.
- Assisting with transaction processing.
- Performing other day-to-day support functions.
- Keeping up to date with applicable banking regulations and bank procedures.
Benefits
- Generous Paid Time Off
- Health, Dental, and Life Insurance
- Partially paid Short and Long-Term Disability
- Company-matched 401K retirement account
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
