Wealth Management Assistant

About the role

This position will be responsible for providing administrative support to the Arizona Private Wealth staff in order to meet Client needs and manage the overall account relationship. The position will also require direct interaction and communication with trust and investment clients and professional partners.

Responsibilities

• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators in completion of new account related activities, such as account openings, preparation of account documents, CIP compliance, and various other activities.
• Aid trust administrators in completion of activities related to closing accounts.
• Scan all past and future account documentation, such as disbursement requests, JIBs, internal and external correspondence, and other account-related information, into the content management software system.
• Prepare and input client distributions, wires, payments to third-parties, statements, joint interest billings, etc., into the trust accounting system for disbursement.
• Review account trial balances, overdrafts, and activity log on client management portal.
• Generate a variety of reports such as trust and investment account statements, net income downloads, fee review sheets, performance reports, etc., for the Private Wealth Team and/or clients.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.