Wealth Services Associate
3 weeks ago
FCT is a nationally chartered trust company that offers wealth advisory services, including investment, retirement, and trust services, primarily to credit unions. Our sole objective is to help clients achieve their personal, financial, and estate planning goals.
We are seeking a talented professional to support our Wealth Advisors in managing client relationships and providing top-tier client service. This includes administrative assistance, financial planning support, participation in client meetings, and training and development activities designed to position you for promotion to a Wealth Advisor.
Key Responsibilities:
- Assist Wealth Advisors in managing investment, IRA, trust, estate, financial planning, and other client requests.
- Complete day-to-day administration of accounts and complete new and existing client paperwork, annual account reviews, and assist with other projects.
- Assist our Wealth Advisory team by promptly responding to client requests for distribution and other types of service inquiries.
- Complete proper IRA/agency paperwork and operations templates for client changes.
- Participate in client meetings to build rapport and establish understanding of the Wealth Advisor role.
- Assist with the client portal, including access, troubleshooting, and other client requests.
- Work with FCT staff and help with other clerical duties and projects as assigned.
Requirements:
- Associate or bachelor's degree preferred or equivalent years of experience.
- 2+ years' experience within a financial institution.
- Understanding of administrative and operational functions within a professional office environment.
- Exceptional interpersonal skills, including oral and written communication.
- Strong attention to detail and conceptual and cognitive thinking skills.
- Ability to work independently as well as within a team.
- High level of integrity, professionalism, and ability to handle sensitive information with confidentiality.
FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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