-
Wealth Advisory Support Associate
1 week ago
Busey Bank Decatur, United StatesPosition Summary · The Wealth Advisory Support Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Wealth Management Team. The Wealth Advisory Support Manager may determine a need for a Team Lead designati ...
-
Wealth Advisory Support Associate
2 weeks ago
Busey Decatur, United StatesWHAT YOU'LL DO · The Wealth Management Advisory Support Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Wealth Management Team. The Wealth Advisory Support Manager may determine a need for a Team Lead ...
-
Wealth Advisory Support Associate
2 weeks ago
BankTalent HQ Decatur, United StatesWHAT YOU'LL DO · The Wealth Management Advisory Support Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Wealth Management Team. The Wealth Advisory Support Manager may determine a need for a Team Lead d ...
-
Surgical Technologist
5 days ago
HSHS St. Mary's Hospital, Decatur Decatur, United States Full timeOverview: Throughout communities in Illinois and Wisconsin, 15 hospitals, numerous community-based health centers and clinics, our 15,000+ colleagues have built a culture based on our solid core values of respect, care, competence, and joy. These are the ideals we believe in, wor ...
-
Surgical Technologist First Assist
5 days ago
HSHS St. Mary's Hospital, Decatur Decatur, United States Full timeOverview: Throughout communities in Illinois and Wisconsin, 15 hospitals, numerous community-based health centers and clinics, our 15,000+ colleagues have built a culture based on our solid core values of respect, care, competence, and joy. These are the ideals we believe in, wor ...
-
Production Associate
1 week ago
Special-Lite Inc Decatur, United States**As a Production Associate - **Interiors - Omega**, you will perform a variety of duties related to production of our custom doors and entryways. · **Your Blueprint for Success**: · **Safety First** - Ensuring all work is done following our safety guidelines. · **Assemble with C ...
-
Registered Nurse Surgery Center
1 week ago
Fresenius Medical Care Decatur, United States Full time$5000 Hiring Bonus for qualified candidates · PURPOSE AND SCOPE: · Supports the Organization mission, vision, core values and customer service philosophy. Adheres to the Organization Compliance Program, including following all regulatory and Organization policy requirements. · P ...
-
Registered Nurse Surgery Center
1 week ago
Fresenius Medical Care Decatur, United States Full time$5000 Hiring Bonus · PURPOSE AND SCOPE: · Supports the Organization mission, vision, core values and customer service philosophy. Adheres to the Organization Compliance Program, including following all regulatory and Organization policy requirements. · Provides direct nursing ca ...
-
Scrum Master
2 weeks ago
Skyline Enterprises North Decatur, United StatesAs a modern cross-channel company, we offer Europe's largest shopping world for motorcycle clothing and accessories with over 85 stores in Germany, Austria, Switzerland, the Netherlands, and through our online shop and print media. We offer secure jobs with good conditions and a ...
-
Lecturers for English and Math
4 weeks ago
Emerald Enterprises Macon, IL, United States FreelanceWe are looking for freelance instructors for English and Math (m/f/d) at the DRK School for Social Professions Berlin gGmbH in Macon, IL. · The DRK School for Social Professions Berlin gGmbH, a 100% subsidiary of the DRK State Association Berliner Rotes Kreuz e.V., is a vocationa ...
-
Hematology Oncology Job Near Decatur, AL
2 weeks ago
Atlantic MEDsearch Decatur, United StatesWell-established community-based oncology practice seeks another associate. Cancer center offers a wide range of treatment & support services under one roof. Office open Mon-Fri from 8am-5pm. Enjoy an excellent referral system & a share call 1:4. Compensation includes a generous ...
-
Cardiothoracic Surgery Job Near Decatur, AL
2 weeks ago
Atlantic MEDsearch Decatur, United StatesWell-established Cardiovascular program seeks another associate. Join an experienced team of Vascular Surgeons & Cardiothoracic Surgeons. Benefit from state-of-the-art OR's, cath labs & excellent support staff including APP's & skilled Cardiovascular PA's. Compensation includes a ...
-
Atlantic MEDsearch Decatur, United StatesWell known throughout northern Alabama, this single specialty group seeks another associate. Work alongside 9 cardiologists (4 interventional, 5 general) & an excellent APP support team. Clinic is conveniently located on hospital campus & open Mon-Thurs 8am-5pm & Fri 8am-12pm. Sh ...
-
Ob/Gyn Job Near Decatur, AL
1 week ago
Atlantic MEDsearch Decatur, United StatesGroup seeks another associate physician to join busy, well-established practice. Work alongside 3 other Ob/Gyn's, 2 Midwifes & an experienced support staff. Duties involve a full mix of Obstetrics & Gynecology. Robotics available for those interested. Share call 1:6 & enjoy an ex ...
-
Admin Clerk/admin Assistant
20 hours ago
Adientone Decatur, United States: · Position Summary · ADM's award-winning Global Communications team creates and delivers the stories that bring to life our company's strategy, insights, capabilities and portfolio through audio/visual design, employee engagement, social media, public relations, and much more. ...
-
Admin Clerk/admin Assistant
20 hours ago
ADIENTONE Decatur, United StatesResponsibilities · Potential responsibilities may include, but are not limited to: · Invoice and Purchase Order Management · - Review supplier documentation, create purchase orders and manage invoices promptly and accurately. As needed, process manual invoices and submit expedite ...
-
Parts Counter Associate Ii
20 hours ago
Asbury Decatur, United StatesAbout Asbury · **Nalley Automotive is part of Asbury Automotive Group (NYSE**: ABG) is a Fortune 500 company and one of the largest franchised automotive retailers in the United States. We are redefining the traditional dealership model through innovative technologies such as Cli ...
-
Nursing specialist
4 weeks ago
Phoenix Industries Elwin, IL, United States FreelanceNursing Specialist (m/f/d / 1187 / Parental Leave Replacement / 20 · The operator of the senior center is the AWO District Association Oberbayern e.V. Our AWO senior center has a total of 124 places, including a protected living area (gerontopsychiatric living group). Full-time c ...
-
Legal Counsel
4 weeks ago
Neptune Enterprises Boody, IL, United States Freelance**Join Our Team in Boody, IL** · Challenging. Meaningful. Life-changing. These are not words typically associated with a job, but at Boody, IL, working with Boody is anything but ordinary. Every day, in every department, we tackle uniquely interesting work that has the power to t ...
-
Key Carrier Coordinator
2 weeks ago
TJ Maxx Carle Place, United StatesStyle is never in short supply at our more than 1,000 TJ Maxx stores. They all have different products, but the same commitment to the thrill of the find. From designers straight off the runway to statement jewelry, we offer exciting surprises that make the everyday a little more ...
Wealth Advisory Support Associate - Decatur, United States - First Busey
Description
Wealth Advisory Support Associate page is loadedWealth Advisory Support Associate
Apply
remote type
In Office
locations
Decatur, IL - 130 N. Water St.
Bloomington, IL N. Veterans Pkwy.
time type
Full time
posted on
Posted 2 Days Ago
job requisition id
JR100022
Position Summary
The Wealth Advisory Support Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Wealth Management Team.
The Wealth Advisory Support Manager may determine a need for a Team Lead designation; this role reports to either a Team Lead or the Wealth Advisory Support Manager.
Duties & ResponsibilitiesFormulate the appropriate actions necessary to help client and enhance their relationship with Busey.
Assist advisor with the development of new sales opportunities.
This role interacts with clients by fielding phone calls and electronic communications from clients. Arrange client meetings, compile and complete presentations, annual client reviews, and compliance standards.
Establish recurring receipts and distributions, ensuring items are in line with account agreement and documentation.
Wealth Advisory Support Associate Team Lead:
Responsibilities listed above plus serves as a dedicated team leader for a designated team of Wealth Advisor Associates to effectively manage associate performance and ensure an efficient, engaged, well trained, and high performing team.
Directly manage and coach associates in accordance with Busey's policies and standards; responsibilities include interviewing, hiring, and onboarding associates; training, appraising, developing, and correcting performance; engaging associates; and planning and structuring work within the team.
Troubleshoot client or internal customer service issues, identify opportunities and make recommendations for continuous improvement to exceed business goals.Complete or lead special projects and support the Wealth Management Advisory Support Manager as needed.
Education & Experience
Knowledge of:
Strong oral and written communication skills with moderate to high level of customer contact via client meetings, phone, and correspondence
Strong organizational skills
Ability to:
Multi-task and work independently
Perform duties under frequent time pressures
Education and Training:
Wealth Advisory Support Associate:
Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA.
Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities.(Approved webinars, seminars, and courses will be credited at the CE amount stated.)Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office and Outlook.
Wealth Advisory Support Associate Team Lead:
Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA.
Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities.(Approved webinars, seminars, and courses will be credited at the CE amount stated.)Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office and Outlook.
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment.About Busey
Busey offers diverse employment opportunities - both remote and onsite in Florida, Illinois, Indiana and Missouri. We strive to place talent applicants in positions that fit both their skillset and career goals. As part of Team Busey, we promise to provide challenges that both drive your career progression and allow opportunities for growth
EEO
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit
to learn more about Busey's Equal Opportunity Employment.
#J-18808-Ljbffr
