Wealth Management & Trust Associate
About The Position
This position provides excellent customer service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective Trust functions of the bank. The requirements listed below are representative of the knowledge, skill, and/or ability required. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The competence of the employee in performing his or her job duties will be demonstrated, maintained and improved on an ongoing basis. The statements contained in this position description reflect the general duties considered necessary to describe the principal functions of the job as identified and shall not be considered a detailed description of all the work requirements that may be inherent in the position.
Requirements
- Prior client service experience and working directly with clients
- Excellent verbal and written communication skills
- Strong proficiency in Microsoft Office Suite – particularly Excel, Word, and Outlook
- Strong computer aptitude: ability to learn new systems quickly
- Professional dress, Monday-Friday in office
Nice To Haves
- Experience with CRM/Database and financial systems is a plus
Responsibilities
- Provides implementation, servicing, and technical support for investment and insurance products.
- Work directly with clients on service questions and interface with vendors.
- Resourceful and uses company reference materials and contacts fluidly.
- Assist advisor in scheduling meetings by contacting clients and coordinating calendars.
- Ensure proper documentation of activities, tasks, transactions, correspondence, etc.
- Provides administrative support and promptly notifies the advisor of issues needing immediate resolution.
- Adhere to professional practices/ standards and internal processes and controls as outlined in the Policy & Procedures manual
- Foster and support client relationships
- Maintain files, both paper and electronic, in accordance with company and industry standards
- Review all account documentation before it is presented for approval
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
