Wealth Management Assistant I

JOB SUMMARY

The Wealth Management Assistant supports a Wealth Advisor and coordinates the on-boarding and servicing of Seacoast Wealth Management relationships. This role involves working closely with all partners of the Wealth Management team and other lines of business within the Bank.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Work closely with designated Wealth Advisor in the servicing of accounts, client and prospect meeting preparation, calendar coordination, and overall practice management.
• Responsible for performing general account maintenance and follow-up on pending issues.
• Communicate with clients via telephone, face-to-face and written correspondence, using the highest level of service and compliance standards.
• Provide marketing support in the form of prospecting, client reporting, and other sales efforts as required by the Wealth Management team.
• Data entry for the Wealth Management Asset Secured Line of Credit and coordination of banking needs for Wealth Management clients.
• Aid in CRM reporting, scheduling client and prospect meetings, and maintaining strong relationships with internal Bank partners.
• Assist with team logistics and ensure that requested tasks have been handled by team members.
• Understand governing instruments of clients to understand terms, responsibilities, and duties of the company.
• Manage multiple tasks with a high degree of accuracy.
• Demonstrate a high level of emotional intelligence.
• Maintain continuing education requirements and stay current with industry and regulatory trends, as well as vendor products and procedures.
• Maintain client and prospect confidentiality at all times.
• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE

• A High School Diploma or equivalent required.
• 2 years of experience in the financial services industry or a bachelor’s degree in Finance, business, or a related field preferred.
• Excellent communication (written and verbal) and interpersonal skills.
• Able to work independently and exercise a high degree of initiative.
• PC proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.