Wealth Investment Support Specialist I

Role Overview

• provide in-office client and advisor support interfacing with affluent investment clients
• facilitate day-to-day transactional needs of the client base
• enter and maintain appropriate client records
• utilize various trust and investment systems to affect transactions
• respond to client requests for information and assistance
• support sales and retention effort by scheduling appointments
• assist advisors with other administrative functions
• provide responsive and personal service to Wealth Clients
• assist with special projects for Investment Managers
• assist Investment Analyst with compliance exception items

Requirements

• Entry Level / 1 – 3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist
• knowledge of deposits, loan, banking products, and operating systems unique to the line of business
• general knowledge of investment products (stocks, bonds)
• 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)

Benefits

• medical, dental, vision, life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• no less than 10 days of vacation
• 10 sick days
• paid holidays
• potential defined benefit pension plan
• restricted stock units
• deferred compensation plan