- Working within delegated authority and/or standard department guidelines, provides exceptional service to clients and resolves client problems, escalating items beyond specified authority to appropriate parties when necessary.
- Prepares reports, proposals, and marketing materials for clients and prospects.
- Works with clients and advisors to ensure proper accounting opening procedures and documentation.
- Prepares account annual review and investment objective review forms.
- Supports Advisors in entering and maintaining information in the department's CRM, trust accounting, and financial planning systems.
- Works proactively to identify potential problems and compliance issues to ensure accurate and compliant account administration.
- Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.
- Attends, as necessary, client and prospect meetings as an integral member of the Advisor support team when deemed appropriate.
- Facilitates general administrative tasks, including but not limited to correspondence, filing and processing forms, meeting set-up, and travel arrangements.
- Participates in additional projects as requested by Advisors and/or Management.
- Participates in ongoing learning and development to enhance support of the business.
- Assists in training future sales support.
- Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
- Performs other duties as assigned.
- This job has no management responsibilities.
- Associates Business Administration/Management required
- Bachelors Business Administration/Management or a related field preferred
- 3-5 years professional office experience required
- Previous experience with sales and sales support with a registered investment advisor, wealth advisory office or broker/dealer preferred
- Excellent verbal and written communication skills.
- Excellent time management skills with a proven ability to meet deadlines.
- Excellent organizational skills and attention to detail.
- Proficient in Microsoft Office applications with the ability to learn new or updated software.
- Ability to support and receive instruction and direction from multiple staff members.
- Ability to work effectively in a fast-paced environment.
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Wealth Specialist - Albuquerque, United States - New Mexico Bank & Trust
Description
New Mexico Bank and Trust, a division of HTLF Bank, is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.New Mexico Bank and Trust, a division of HTLF Bank, is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen"TM
The Wealth Assistant is a service and support professional providing administrative and operational support to a team of Wealth Management Advisors and/or Fiduciary Officers (collectively, "Advisors"). Key responsibilities include frequent customer contact in support of account administration and business development.
Primary Responsibilities
40
Time Type:
Full time
The targeted salary for this role is:
$46, $60,810.00
You may also be offered incentive compensation, and benefits. Benefits may include Medical, Dental, Vision, 401(k), Health Savings Account, Paid Time Off. Actual compensation may vary based on geographic location of the specific role as well as work experience, education, and skills of the selected candidate.
