Wealth Management Associate
5 days ago
We are seeking a highly organized and detail-oriented Wealth Assistant to provide administrative and operational support to our team of Wealth Management Advisors and Fiduciary Officers. The successful candidate will possess excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.
Key Responsibilities- Provide exceptional service to clients, resolving problems and escalating items beyond specified authority when necessary.
- Prepare reports, proposals, and marketing materials for clients and prospects.
- Work with clients and advisors to ensure proper accounting opening procedures and documentation.
- Prepare account annual review and investment objective review forms.
- Support Advisors in entering and maintaining information in the department's CRM, trust accounting, and financial planning systems.
- Identify potential problems and compliance issues to ensure accurate and compliant account administration.
- Develop a working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
- Attend client and prospect meetings as an integral member of the Advisor support team when deemed appropriate.
- Facilitate general administrative tasks, including correspondence, filing, and processing forms.
- Participate in additional projects as requested by Advisors and/or Management.
- Participate in ongoing learning and development to enhance support of the business.
- Assist in training future sales support.
- Complete annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keep up-to-date knowledge of BSA as it relates to the job function.
- Associate's degree in Business Administration or Management required.
- Bachelor's degree in Business Administration or Management or a related field preferred.
- 3-5 years of professional office experience required.
- Previous experience with sales and sales support with a registered investment advisor, wealth advisory office, or broker/dealer preferred.
- Excellent verbal and written communication skills.
- Excellent time management skills with a proven ability to meet deadlines.
- Excellent organizational skills and attention to detail.
- Proficient in Microsoft Office applications with the ability to learn new or updated software.
- Ability to support and receive instruction and direction from multiple staff members.
- Ability to work effectively in a fast-paced environment.
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