Wealth Management Coordinator

7 days ago


Covington, Georgia, United States United Bank Full time
About the Role

We are looking for an experienced Wealth Management Coordinator to join our team at United Bank. This role is responsible for coordinating the day-to-day activities of Wealth Advisors, including managing client relationships and performing administrative tasks.

The ideal candidate will have a strong background in finance and excellent communication skills. They will be able to work independently and as part of a team to ensure the smooth operation of our trust services.

Key Responsibilities
  • Coordinate the day-to-day activities of Wealth Advisors, including managing client relationships and performing administrative tasks.
  • Manage client onboarding process, ensuring seamless transition of new clients into our trust services.
  • Prepare and review financial reports, statements, and other documents accurately and efficiently.
  • Work closely with Compliance Officer to ensure adherence to regulatory guidelines.
Requirements
  • Bachelor's degree in Finance, Business, or related field.
  • Proficient in Microsoft Office Suite, particularly Outlook, Word, Excel, and PowerPoint.
  • Strong organizational and time management skills, with ability to multitask and prioritize projects.
  • Exceptional written and verbal communication skills, with ability to build strong relationships with clients and colleagues.

Estimated Salary: $50,000 - $70,000 per year


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