Wealth Sales Assistant I

Frost • San Antonio, TX

2d

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. The role works cross-functionally with other lines of business and helps build lasting relationships. It requires the ability to prioritize projects, resolve problems, and pay close attention to detail, while 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 new and closing account transfers to and from other institutions, maintaining clear and consistent communication.
• Follow up on purchases and transfers of mutual funds, stocks, bonds, and other assets to track transaction execution and processing.
• Support daily account administration, including monitoring and updating cost basis information and investment reviews, to ensure schedules are met and questions are answered.
• Maintain a database of client mailing information for 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