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Wealth Management Associate

3 months ago

Phoenix, United States First International Bank & Trust Full time
Job DescriptionJob Description

First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running.

As a Wealth Management Associate, you will support our wealth management team and our clients with their needs. Your responsibilities will include client relations and handling queries. To thrive in this position you will be detail oriented and adept with handling competing priorities.

This is an in-office position.

Key Responsibilities:

  • Welcome and assist clients, in person and via phone, to determine nature of business, aid in directing to appropriate personnel and respond to inquiries.
  • Maintain files, correspondence, and other related documents in the appropriate locations.
  • Perform clerical duties as needed, filling, photocopying, scanning, and electronic document storage.
  • Compile and disburse meeting agendas and other relevant information along with taking and disbursing meeting minutes for various Wealth Management committees.
  • Assist with client meeting preparation, scheduling meetings, gathering account data, and organizing presentation information.
  • Provide proactive, high quality client service and support to officers and other team members.
  • Understand fiduciary concepts and the requirements to properly administer accounts.
  • Manage new account onboarding and terminations.
  • Utilize trust accounting system to enter transactions timely and accurately.
  • Assist officers with tax related matters, reports, returns, payments, and communication with clients.

Qualifications:

  • Associates degree (A. A.) or equivalent from two-year college or technical school preferred; six months to one year related financial experience specifically in Trust, Wealth Management or Investments and/or training or equivalent combination of education and experience.
  • Proficient with Microsoft Office.

First International Bank and Trust is a family-owned full-service Community Bank with locations in ND, MN, SD, and AZ.

We show our employees we care by providing competitive benefits, training, and growth opportunities. Here are the things we offer within our full-time benefits package:

  • Generous PTO and Holiday pay
  • Health, Dental & Vision
  • 401K Retirement Plan with Employer Match
  • Paid Parental Leave
  • Life and Disability Insurance

If you are interested in learning more, you can apply or if you have questions before applying you can reach out directly to TalentAcquisition@FIBT.com.

Equal Opportunity Employer