Wealth Management Associate

2 weeks ago

Miami, United States Grove Bank & Trust Full time
Job DescriptionJob DescriptionThe Wealth Management Associate role provides general support to the areas of trust and portfolio management. Effectively communicates and provides updates to the department team on administrative issues. Executes administrative deliverables. Collaborates with key internal partners and colleagues to deliver a seamless client experience and an optimal level of client service. May identify and capitalize on opportunities to expand and retain client relationships. Performs other duties as required.


Essential Duties and Responsibilities

  • Provides general administrative support to the Trust & Wealth Management team in support and execution of GB&T’s Trust and Wealth Management Division’s Sales, Client Service Delivery, and Retention process.
  • Contributes to excellence in the client experience through collaboration, coordination, accountability, and general administrative responsibility within the scope of authority of all client activities with GB&T’s Trust and Wealth Management colleagues, as well as third service providers. Follows up and ensures that activities are seen through to completion with proactive communication (i.e. acknowledge requests, estimated time of completion, and confirmation).
  • Acts as the liaison between the client, internal partners, and other centralized support teams (such as Trust Client Service Teams and Bank).
  • Assists with executing trades and other investment programs under the general direction and approval of the assigned Officer and/or Advisor.
  • Prepares various reports, correspondence, technical documents, and special projects as requested.
  • Monitors and reports on accounts for overdrafts and un-invested cash on a daily basis. Keeps assigned Portfolio Officer and/or Fiduciary Wealth Advisor informed of necessary money movements and transactions.
  • Adheres to compliance activities/support of all compliance and reporting activities according to the standard set by the line of business on behalf of self and assigned Portfolio Officer and/or Family Wealth Advisors, including but not limited to account opening, Reg. 9, as well as monthly compliance reporting and meetings.
  • Establishes and maintains an orderly record keeping system ensuring maintenance of confidential account files and special reports.
  • Maintains compliance with all dual control functions, internal policies, and procedures as well as with regulatory requirements.

Fiduciary Responsibilities

  • Performs day-to-day functions on assigned accounts accurately and within prescribed deadlines (i.e., account coding changes including address changes, power-holders, workflows, raising cash, bill pay, fee changes, movement of money between income and principal on fiduciary accounts, discretionary distributions, Required Minimum Distributions).
  • Assists with the workflow associated with Revocation/Removal, Date/Event Triggered Terminations.
  • Assists with the workflow associated with onboarding of new client relationships.

Build and maintain strong client contact and provide sales support

  • Follows up on client issues and relay information to Client Service Teams.
  • Proactively resolves client requests and refers complex inquiries to assigned Portfolio Officer and/or Fiduciary Wealth Advisor.
  • Provides backup and support for other members of the Team.
  • Serves as a resource for the team on identified processing situations and/or other projects, as needed.

Operational and Compliance Activities

  • Understand and comply with all corporate policies and procedures regarding compliance with laws and regulations governing anti-money laundering activities, know your customer requirements and suspicious activity reporting.
  • Complete all assigned role-specific compliance coursework in a timely manner.
  • Other duties as assigned.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience

  • Bachelor’s degree in Finance or related field; three years of previous investment or trust/wealth management experience; or equivalent combination of education/experience.
  • General knowledge and understanding of fiduciary, investment, and/or financial products and services.
  • Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone, and written), and problem-resolution skills.
  • Demonstrated proficiency and effectiveness in organizational skills including the ability to balance multiple requests and prioritize tasks in an efficient manner or order to support multiple people.
  • Ability to interact effectively and collaboratively in a team environment.
  • Excellent verbal and written communication skills
  • PC proficient including MS Word, PowerPoint, and advanced Excel skills.


All candidates for hire will undergo a credit and criminal background check. Only qualified candidates will be contacted.
Grove Bank & Trust is a drug-free workplace and an AA/Equal Opportunity Employer - Minorities/Female/Veteran/Disability.

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