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Wealth Advisory Support Associate - Edwardsville, United States - First Busey
Description
Wealth Advisory Support Associate page is loadedWealth Advisory Support Associate
Apply
remote type
In Office
locations
Edwardsville, IL - 330 W Vandalia St
Creve Coeur, MO Olive Blvd
time type
Full time
posted on
Posted 7 Days Ago
job requisition id
JR100027
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.
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.
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:
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.
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.
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