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Wealth Management Assistant
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- This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review process, marketing and client support.
- Perform Customer Service related tasks including but not limited to new account set-up; closing accounts; deposits/disbursements; account status changes; account notes in the CRM system.
- Perform administrative tasks including sorting and distributing mail; sending outgoing mail; monitoring and responding to requests via email, phone, fax and mail; setting appointments; taking and distributing messages; organizing and maintaining files within compliance and regulatory guidelines.
- Execute advisor marketing plans by coordinating client events; client mailings and holiday gifts and notify Wealth Advisor/Trust Officer when set alerts/ticklers are triggered.
- Assist financial planning by entering client information into the financial planning tool; participate in presentations to clients with the Wealth Advisor/Trust Officer; assist clients with account setup and management through the financial planning tool portal.
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