Wealth Services Specialist
About The Position
F&M Trust is seeking a detail-oriented Wealth Services Specialist to join our Wealth Management team. In this role, you will support Wealth Advisors by delivering exceptional administrative and client service support, ensuring a seamless and professional experience for our clients. You will leverage your expertise to maintain accurate client records and support daily account administration, assist with new and existing wealth management accounts, including IMAs, IRAs, and Trust/Guardianship accounts, prepare and process disbursements, distributions, RMD notices, and essential client documentation, monitor account cash flows and alert advisors of unusual activity or overdraft risks, and respond promptly to client and internal inquiries while upholding Reach for MORE service standards.
Requirements
- High school diploma or equivalent (business curriculum preferred).
- One year of investment and trust experience or equivalent combination of experience and technical education.
- Strong communication and customer service skills.
- Proficiency with personal computers and standard office equipment.
- Ability to organize work, manage priorities, and maintain accuracy.
Responsibilities
- Maintain accurate client records and support daily account administration.
- Assist with new and existing wealth management accounts, including IMAs, IRAs, and Trust/Guardianship accounts.
- Prepare and process disbursements, distributions, RMD notices, and essential client documentation.
- Monitor account cash flows and alert advisors of unusual activity or overdraft risks.
- Respond promptly to client and internal inquiries while upholding Reach for MORE service standards.
Benefits
- Medical, Dental, and Vision Insurance
- Paid Time Off and 11 Paid Bank Holidays
- 401(k) with up to a 6% Match
- Paid Life Insurance, Short-term Disability, and Long-term Disability
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
