Wealth Management Investment Spec Assistant

This position is a service and support representative functioning as the client contact for Wealth Management supporting Portfolio Managers. Working within delegated authority and/or standard department guidelines, handles day-to-day client calls, answers questions, and resolves client problems, escalating items beyond specified authority to the assigned Investment Specialist. Performs and monitors account trades within delegated authority. Prepares reports, proposals, and marketing materials for clients and prospects. Works proactively to identify potential problems and compliance issues to ensure quality of the portfolio and compliance. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.

Responsibilities

Handles day-to-day client calls; Answers questions and resolves client problems; Escalates items beyond specified authority to the assigned Investment Specialist; Performs and monitors account trades within delegated authority; Prepares reports, proposals, and marketing materials for clients and prospects; Works proactively to identify potential problems and compliance issues to ensure quality of the portfolio and compliance; Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures

Requirements

Typically an Associate's degree and/or five or more years of relevant experience

Nice to have

Advanced knowledge of departmental operations/policies and bank products/services; Effective interpersonal, verbal and written communication skills; Excellent customer service skills; Ability to identify and resolve exceptions and to interpret data; Ability to resolve complex problems with minimal guidance; Proficient computer navigation skills using a variety of software packages including Microsoft Office applications; Experience with department-specific systems preferred

Benefits

Healthcare (medical, dental, vision); Basic term and optional term life insurance; Short-term and long-term disability; Pregnancy disability and parental leave; 401(k) and employer-funded retirement plan; Paid vacation (from two to five weeks depending on salary grade and tenure); Up to 11 paid holiday opportunities; Adoption assistance; Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law; Incentive and recognition programs; Equity stock purchase 401(k) contribution and pension