Wealth Management Assistant

Location
Hillsdale, Michigan
Posted
May 25, 2023
Closes
Jun 24, 2023
Type
Full Time
Level
Entry Level
Education Level
High School

JOB SUMMARY 

The Wealth Management Assistant provides administrative support to the Wealth Management Team by processing various types of paperwork and account information for clients while providing an excellent client service experience to all. 

 

DUTIES

  • Answers phone and greets clients.
  • Maintains client data in department’s CRM system.
  • Enters portfolio trades into investment trading platform.
  • Creates and submits distributions to clients upon obtaining approval from the appropriate officer.
  • Opens new accounts in Trust Accounting platforms
  • Prepares, scans, reviews and commits correspondence and other informational material in individual client files for retention in Director.
  • Opens and distributes mail.
  • Maintains knowledge of CNB products and services.
  • Provides support to Trust and Wealth Management Officers; such as coordinating schedules and appointments with clients, typing correspondence, filing and retrieving information, and other assistance as needed.
  • Assists Private Banker Officer with client requests and client account research needs. 
  • Performs CIP and sets-up all new account files.
  • Assists in preparation of tax documents, sends to local accountants and processes tax information once returned from accountants.
  • Keeps track of account returns, tax refunds and payments on Excel spreadsheets.
  • Maintains and protects confidentiality of client information.
  • Maintains regular, on-time attendance.
  • Remains current in assigned training and continuing education specific to their position (online, video, in-house emails, seminars, etc.)
  • Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
  • Performs other various duties as assigned.

 

CONTACT WITH OTHERS – INTERNAL

  • Communicates on a regular basis with Wealth Management Department staff.
  • Communicates frequently with other bank staff members.

 

CONTACT WITH OTHERS – EXTERNAL

  • Communicates on a regular basis with clients of the Wealth Management Department.
  • Communicates on a regular basis with attorneys, accountants, court personnel, and multi-trust customers.

 



SKILLS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school diploma or equivalent.
  • Passion for providing a stellar client service experience to all clients (external and internal) and ability to instill this passion in others.
  • Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.
  • Positive and cooperative approach when working with others.
  • Excellent written communication skills with demonstrated ability to write clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications.
  • Excellent verbal communication skills with the demonstrated ability to effectively present information to clients and management.
  • Ability to multi-task while paying attention to details.
  • Strong administrative skills with effectiveness in developing tasks and managing resources to achieve multiple project targets/goals.
  • Ability to work in a fast-paced environment and positively adapt to routine changes while maintaining high performance standards.
  • Ability to work independently as well as collaboratively within a team environment.
  • Ability to maintain confidentiality and handle sensitive information.
  • Knowledge of basic accounting procedures.
  • Strong computer skills with a proficiency in MS Word, Excel and Outlook.

 

WORKING CONDITIONS

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the work environment will include:

  • Works in a normal office environment.

 

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  While performing the duties of this job, the employee is regularly required to:

  • Communicate effectively, both verbally (in person and via phone) and in writing.
  • Keyboard information (computer and calculator).
  • Answer incoming phone calls and transfer to appropriate individual as necessary.