Key skills
CommunicationSales
About this role
Role Overview
- Provide in-office support to affluent Investment clients and Centers of Influence
- Deliver essential investment operations support through daily administration of client portfolios
- Prioritize relationship management activities
- Enter and maintain appropriate client records
- Utilize various trust and investment systems for transactions
- Respond to client requests for information
- Support sales and retention efforts by scheduling appointments
- Assist advisors with other administrative functions
- Provide responsive and personal service to Wealth Clients
- Participate in onboarding and training of new teammates
- Assist with special projects for Investment Managers and Wealth Division Support Leader
Requirements
- 3-5+ years as an Investment Support Specialist/Fiduciary Support Specialist
- Knowledge of deposits, loans, banking products, and operating systems related to trusts and estates
- General knowledge of investment products (stocks, bonds, options, derivatives)
- Strong problem-solving skills
- Excellent interpersonal and relationship management skills
- Excellent oral and written communication skills
- Exemplary customer service and professional etiquette skills
- Undergraduate degree (preferred)
- Securities Industry Essentials (SIE) or Trust School Level 1 (preferred)
Benefits
- medical, dental, vision, life insurance
- disability insurance
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- at least 10 days of vacation
- 10 sick days
- paid holidays
- potential for defined benefit pension plan
- restricted stock units
- deferred compensation plan