Wealth Management Investment Associate

• Employee Type FT Non-Exempt
• Required Degree High school

This position will be a combination of assisting the Bank’s Wealth Management Department and providing support to the bank lobby staff with customer contact as needed.

Open, review and sort incoming mail and interoffice envelopes.

Communicate with other professionals and customers on pending documents.

Prepare, send & retain electronic copies of correspondence.

Create new files, keep existing files up to date, and image all documents into the electronic system.

Complete various forms from fund companies

Work with customers to gather information or provide information as needed.

Become familiar with and strictly adhere to safekeeping and dual control procedures.

Work with Operations staff through our broker company in regard to items needed for accounts and questions.

Work with auditors and examiners.

Keep file comments up to date in a professional manner.

Backup for Financial Advisors with customers:

• Gather and relay information
• Monitor accounts
• Maintain compliance

Help prepare for meetings including updating agendas and assisting with account reviews as needed.

Coordinate parts of employee meetings:

• Set up for the conference including food, drink and getting handouts prepared.

Greet customers and help direct them to the correct Bank Representative.

Answer phones as needed for the bank, answer all calls for the Wealth Management Department

• Intermediate level computer skills and Microsoft Office experience
• Strong communication and customer service skills