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Wealth Management Operations Associate
Job in
Morristown, Lamoille County, Vermont, USA
Listed on 2026-08-08
Listing for:
Union Bank of VT & NH
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
The Wealth Management Associate at Union Bank of VT & NH provides comprehensive operational and clerical support to Wealth Advisors to deliver high-quality client service. The role assists with account documentation, client communications, and transaction processing while maintaining attention to detail and professionalism.
This position supports the Wealth Management team, requires discretion, and balances multiple priorities to enhance the client experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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