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Wealth Advisor Assistant
3 months ago
Welcome We invite you to explore the award-winning culture, people, rewards, and opportunities that make Comerica Bank so special. Make your next career choice a confident one. Position Qualifications: High School Diploma or General Education Diploma (G.E.D.) 5 years of experience in an administrative assistant / clerical support role 5 years of experience in word processing and spreadsheet software 3 years of customer service experience in a telephone and face-to-face environment Job Description Wealth Advisor Assistant This position will support two Wealth Advisors and will perform various routine and non-routine administrative support functions and be involved in providing client service. Position Responsibilities: Proactively resolve requests from supervisor which may include tracking information, gathering data from multiple sources, and creating reports and presentations using PowerPoint, Excel, or other programs. Support Wealth Advisors with prospecting lists, scheduling, organizing calling campaigns, etc. Support ongoing efforts for growth with new clients and existing revenue generation from current established relationships. Interact with other departments to obtain needed information or request that certain actions be taken; follow up to ensure processes are completed in a timely manner. Efficiently maintain calendars, monitoring and responding to emails; prepare client presentations and marketing materials for sales calls; process T & E expense reports and online travel arrangements. Document and maintain results of the Wealth Advisors' calls and appointments; process estate planning documents for entry into Future Appointment Vault. Prepare documentation for opening of new fiduciary, investment management, and custody accounts; verify information on documents, and send supporting documentation as necessary. Verify client/entity is not on the OFAC list before proceeding with account opening process. Prepare EDDQs for due diligence; enter information on new account opening database and initiate asset collection process in a timely manner; follow asset collection process to a successful conclusion by written and/or verbal communication. Perform other administrative duties as assigned. Work Hours 8:00 am - 5:00 pm Monday - Friday WorkBest Job Category Category B - 3-4 days in office on designated days/1-2 days remote Salary Range For candidates hired in the state of California, Colorado, Washington, New York the expected salary/On-Target Earnings (OTE) range for the role is currently: California - $27.64 - $49.76 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer’s work location to determine the pay range. Work Location(s) Century Park East About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development, and security for our colleagues and their family. Total Rewards consists of cash compensation, development, and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remains competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida, and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity. #J-18808-Ljbffr
