Wealth Assistant III

1 week ago

Racine, United States Johnson Bank Full time

Overview:

Primary responsibility is to provide comprehensive support to the Wealth Advisors and Portfolio Managers. The Wealth Assistant will be responsible for delivering a high degree of business efficiency and professionalism that will enhance the client experience and positively impact new business development, client referral and retention efforts.

Key Responsibilities

  • Core business understanding of Wealth services and business strategy to proactively support Wealth Advisors /Portfolio Managers throughout processes of client implementation, maintenance, and communication.
  • Thorough knowledge of core Wealth and Bank operating platforms.
  • Responsible for accurately opening and closing of accounts within Wealth operating systems; including initiating and tracking status of deposits as well as cash and asset transfers to/from accounts.
  • Understanding and ability to articulate full scope of JFG products and services.
  • Research and assist in resolving client inquiries and issues through to resolution; displays initiative to problem solve and escalate when appropriate, ability to work independently.
  • Trade execution and verification at the direction of the Wealth Portfolio Manager or Wealth Advisor.
  • Responsible for review, disbursement, and updating of required reports (outlier reports, direct to hold letters, investment policy statement updates, etc.).
  • Process various client requests including but not limited to: wire transactions, funds transfers, distributions and general servicing needs.
  • Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment. Maintain client files to meet industry standards and compliance requirements.
  • Accurately and timely prepare correspondence, reminders/ticklers, performance reports, documents, adhoc reports, proposals and other administrative functions.
  • Proactively schedule client appointments and meetings, acts as the key liaison for organizing and managing client events. Coordination of meetings, calendar management, answering phones, filing, and processing of mail.
  • Prepares and creates specialized sales presentations, client review materials, and client communication materials under limited direction from Wealth Advisors/Portfolio managers
  • Participates in developing learning objectives/training materials and performs individualized training for frontline wealth associates. Acts as a go-to person for investment management software technical/functional support for frontline Wealth associates.

Job Requirements

  • Bachelors degree with minimum 3 years experience in the financial services industry. Work experience may be considered in lieu of education.
  • Excellent oral and written communication skills; proven organizational, analytical and follow up skills.
  • Proficient with MS Office Suite of products, trust accounting systems and bank operating systems.
  • Investment custody and/or Trust accounting system knowledge highly desired.
  • Experienced WM Assistants will have working knowledge of specific software (i.e. Financial Planning software, Trading Calculators, etc.).

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