Wealth Management & Trust Associate

Essential Job Duties & Responsibilities

• Provides implementation, servicing, and technical support for investment and insurance products.
• Works directly with clients on service questions and interfaces with vendors.
• Assists advisors in scheduling meetings by contacting clients and coordinating calendars.
• Ensures proper documentation of activities, tasks, transactions, correspondence, etc.
• Prompts advisors of issues needing immediate resolution.
• Adheres to professional practices/standards and internal processes and controls as outlined in the Policy & Procedures manual.
• Fosters and supports client relationships.
• Maintains files, both paper and electronic, in accordance with company and industry standards.
• Reviews all account documentation before it is presented for approval.

Knowledge, Skills & Abilities

• Customer service oriented and possesses good interpersonal, oral, and written communication skills; spelling and grammar skills; good math, and analytical skills; strong research, analysis, and organizational skills.
• Coachable, has a professional demeanor, and an ability to manage conflicting priorities.
• Values work life, enjoys learning, and has the aptitude to learn new things quickly.
• Accurate, tenacious when it comes to follow through, and detail oriented.
• Able to work independently, but willing to cross-train with team members and pitch in wherever needed to help get things done.
• Self-motivated, proactive, and exhibits a can-do attitude.

Job Requirements

• Prior client service experience and working directly with clients.
• Excellent verbal and written communication skills.
• Strong proficiency in Microsoft Office Suite – particularly Excel, Word, and Outlook.
• Strong computer aptitude: ability to learn new systems quickly.
• Experience with CRM/Database and financial systems is a plus.
• Professional dress, Monday-Friday in office.