Wealth Management Support Specialist

Ballston Spa National Bank • Ballston Spa, NY

3d

About The Position

Invest in your future with BSNB ! BSNB is looking to hire an enthusiastic Wealth Management Support Specialist to join our growing Wealth Management department. Do you enjoy interacting with clients and place a high value on organization and accuracy? Would you like to work with a dynamic, growing bank that values the contributions of its staff ? A DAY IN THE LIFE OF THE WEALTH MANAGEMENT SUPPORT SPECIALIST As the Wealth Management Support Specialist, you are often the first point of contact for clients, with the ability to address their inquiries, or refer more complex scenarios to other members of the department. You will also perform Wealth Management operational duties such as assisting with account transactions, security trade processing and reconciliations, and financial data gathering. You will have the opportunity to interact with beneficiaries, law firms and accounting firms in this diverse role. You are extremely attentive to detail and accuracy, because you know that your work directly affects client satisfaction. You are always friendly and patient, always providing the exceptional customer service for which we are known.

Requirements

• Two years' experience in banking, legal services support, wealth management, or brokerage industry preferred
• Computer proficiency with a demonstrated ability to learn new software required
• Demonstrated excellent verbal and written communication skills required
• Must have the ability to work independently and as part of a team
• Associates degree in business, communications, paralegal studies or related field preferred

Nice To Haves

• Two years' experience in banking, legal services support, wealth management, or brokerage industry
• Associates degree in business, communications, paralegal studies or related field

Responsibilities

• address client inquiries
• refer more complex scenarios to other members of the department
• assist with account transactions
• security trade processing and reconciliations
• financial data gathering
• interact with beneficiaries, law firms and accounting firms

Benefits

• medical
• dental
• vision
• company-paid life insurance
• voluntary insurances
• 401(k) plan with a company match
• pension plan
• tuition reimbursement
• generous paid time off package
• 11 paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 51-100 employees