Wealth Management Support Professional

7 days ago


Glens Falls, New York, United States Glens Falls National Bank & Trust Company Full time
About the Opportunity

We are seeking a highly skilled Wealth Management Support Admin to join our Trust and Wealth Services team at Glens Falls National Bank & Trust Company. This is an exceptional chance for a detail-oriented professional to contribute to our dynamic team.

As a member of our team, you will be responsible for delivering exceptional customer service, supporting Trust Officers with administrative and transactional requests, and ensuring compliance with regulatory and tax laws related to Trust and Estate Administration.

This role offers a unique blend of skills, including:

  • Providing top-notch customer support while leveraging knowledge of company operations, products, and services.
  • Maintaining accurate files and preparing documentation to meet department standards.
  • Organizing meeting materials, handling correspondence, and communicating with customers, trust beneficiaries, and vendors.

To succeed in this position, you will need to have:

Essential Skills and Qualifications
  • An Associate's Degree or equivalent experience; a Bachelor's Degree is preferred.
  • At least 3 years of experience in a related field.
  • Excellent communication, analytical, and problem-solving skills.
  • Proficiency in Microsoft Office Suite, with the ability to learn department-specific software.
  • Solid decision-making and time management skills, with the ability to prioritize multiple tasks and meet deadlines.
What We Offer

We value our employees and strive to provide a comprehensive benefits package, including:

  • Competitive compensation, commensurate with experience and education, ranging from $19.00 to $23.00 per hour.
  • A comprehensive benefits package featuring medical, dental, and vision insurance, flexible spending plans, and retirement plans.
  • Opportunities for career growth and development, including training and educational resources.
  • A supportive work environment that fosters collaboration and teamwork.

Please note that we offer a salary range of $38,720 - $47,520 per year, based on a 40-hour workweek.



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