Wealth Management Assistant
📋 Role Overview & Responsibilities
PRIMARY ACTIVITIES AND RESPONSIBILITIES:· Provide administrative assistance, clerical and client support to Wealth Management Group Officers· Interact with clients and Bank personnel in a professional manner to establish a positives sales and service culture resulting in the achievement of assigned goals· Assist in completing the administrative functions surrounding the opening/closing of client accounts· Assist with creating/maintaining client presentations and reviews materials· Assist in the preparation of new account proposals· Assist Officers in accomplishing account documentation/retention duties/goals· Assist with Annual Account Reviews (Reg 9 and Administrative Reviews)· Back up Operational duties as directed by manager· Responsible for handling phones and scheduling meetings for Officers· Manages routine client calls, sets appointments and obtains answers to client questions· Willing to seek self-development by participating in available training opportunities, education and group/bank events· Understands and complies with Bank mission, organizational structure, employee handbook, bank security, policies and procedures, standards of conduct and incentive program· Knows where the CRA notice, statement and public disclosure file is located in the Branch and who the CRA Officer is· Other duties as needed or assigned by assigned
MINIMUM REQUIREMENTS FOR POSITION:· Business related Degree or equivalent experience· Two year minimum investment and or trust dept. related experience preferred· Proficient in using MS Office Suite products (Word, Excel, PowerPoint, etc.) and other relevant office technology/computer applications· Basic accounting skills· Strong verbal and written communication skills· Ability to understand Trust department products/services and relate to client needs· Demonstrated track record that includes attention to detail; ability to meet deadlines; and manage & prioritize multiple tasks and projects· Ability to maintain effective working relationships with staff· Maintain confidentiality of client information· Maintain high degree of professionalism, including appearance· Maintain satisfactory attendance record
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This position is located in Beloit, WI with potential relocation and sponsorship assistance depending on candidate qualifications.
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