Wealth Sales Assistant I

Frost Bank • San Antonio, TX

1d

About The Position

The Wealth Sales Assistant I supports financial advisors and other employees by handling a variety of tasks that help ensure positive and efficient interactions between the organization and others. The role works cross-functionally with other lines of business and helps build lasting relationships with individuals. It requires the ability to prioritize projects, resolve problems, and pay attention to detail. The position emphasizes building trust through every interaction and acting with integrity, caring, and excellence.

Requirements

• Demonstrated customer service skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft computer applications.

Responsibilities

• Initiate and follow up on account transfers to and from other institutions, including new and closing accounts, to maintain clear communications.
• Follow up on purchases and transfers of mutual funds, stocks, bonds, and other assets to track financial transaction execution and processing.
• Participate in daily account-administration workflows, including monitoring and updating cost-basis information and investment reviews, to keep schedules on track and answer questions.
• Maintain a database of client mailing information to support distribution of correspondence such as invitations and newsletters.
• Organize and maintain inventory of office supplies and wealth management literature.
• Help maintain client relationships.
• Take action using integrity, caring, and excellence to achieve all-win outcomes.

Benefits

• Medical, dental, and vision insurance.
• Long-term disability and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed