Wealth Assistant III

JOB REQUIREMENTS: Job Description Overview Primary responsibility is to provide comprehensive support to the Wealth Advisors and Portfolio Managers. The Wealth Assistant will be responsible for delivering a high degree of business efficiency and professionalism that will enhance the client experience and positively impact new business development, client referral and retention efforts. Key Responsibilities Core business understanding of Wealth services and business strategy to proactively support Wealth Advisors /Portfolio Managers throughout processes of client implementation, maintenance, and communication. Thorough knowledge of core Wealth and Bank operating platforms. Responsible for accurately opening and closing of accounts within Wealth operating systems; including initiating and tracking status of deposits as well as cash and asset transfers to/from accounts. Understanding and ability to articulate full scope of JFG products and services. Research and assist in resolving client inquiries and issues through to resolution; displays initiative to problem solve and escalate when appropriate, ability to work independently. Trade execution and verification at the direction of the Wealth Portfolio Manager or Wealth Advisor. Responsible for review, disbursement, and updating of required reports (outlier reports, direct to hold letters, investment policy statement updates, etc.). Process various client requests including but not limited to: wire transactions, funds transfers, distributions and general servicing needs. Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements and exercising sound judgment. Maintain client files to meet industry standards and compliance requirements. Accurately and timely prepare correspondence, reminders/ticklers, performance reports, documents, adhoc reports, proposals and other administrative functions. Proactively schedule client appointments and meetings, acts as the key liaison for organizing and managing client events. Coordination of meetings, calendar management, answering phones, filing, and processing of mail. Prepares and creates specialized sales presentations, client review materials, and client communication materials under limited direction from Wealth Advisors/Portfolio managers Participates in developing learning objectives/training materials and performs individualized training for frontline wealth associates. Acts as a go-to person for investment management software technical/functional support for frontline Wealth associates. Job Requirements Bachelor/'s degree with minimum 3 years experience in the financial services industry. Work experience may be considered in lieu of education. Excellent oral and written communication skills; proven organizational, analytical and follow up... For full info follow application link. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/1A1484B9A

Created: 2024-11-05