The Wealth Advisory Support Specialist will possess a level of knowledge and experience that allows them to make recommendations around and communicate more complex aspects of client relationships, in addition to 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.
WHAT YOU'LL BRING
Strong oral and written communication skills
Strong organizational skills
Multi-task and work independently
Perform duties under frequent time pressures
This role interacts with clients on a more substantive basis by fielding phone calls and electronic communications from clients, and, in some cases, acts as primary contact for select clients.
Arrange client meetings, compile and complete presentations, annual client reviews, and compliance standards
Assist with account opening and closing procedures, and every other aspect of client relationship management.
Collect tax information for clients' annual returns and assist advisors and our tax resource team with coordination of year-end processing
WHY IT MATTERS
The Wealth Management team exhibits a foundation of knowledge and resources to serve the unique financial needs of our clients, whatever they might be. With Service Excellence at the heart of everything they do, the members of this team are critical thinkers that value the relationship Busey holds with both our clients and investors - providing them with trusted advice and tailored solutions. This role is a critical step in working toward a Private Wealth or Fiduciary Advisor role.
EDUCATION AND TRAINING
Wealth Advisory Support Specialist:
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.
EOE of Minorities/Females/Vets/Disability
Internal Number: WEALT02920
As of June 30, 2019, First Busey Corporation (Nasdaq: BUSE) was a $9.61 billion financial holding company headquartered in Champaign, Illinois.
Busey Bank, a wholly-owned bank subsidiary with total assets of $7.66 billion as of June 30, 2019, is headquartered in Champaign, Illinois and has 44 banking centers serving Illinois, 13 banking centers in the St. Louis, Missouri metropolitan area, five banking centers serving southwest Florida and a banking center in Indianapolis, Indiana. Through the Busey Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of June 30, 2019, assets under care were approximately $7.47 billion. Busey Bank owns a retail payment processing subsidiary, FirsTech, Inc., which processes approximately 28 million transactions per year using online bill payment, lockbox processing and walk-in payments at its 4,000 agent locations in 43 states. More information about FirsTech, Inc. can be found at firstechpayments.com.
Busey Bank was named among Forbes' 2019 Best-In-State Banks—one of five in Illinois and 173 from across the country, equivalent to 2.8% of all banks. ...Best-In-State Banks are awarded for exceptional customer experiences as determined by a survey sample of 25,000+ banking customers who rated banks on trust, terms and conditions, branch services, digital services and financial advice.
TheBANK of Edwardsville, a wholly-owned bank subsidiary of the Company with total assets of $1.95 billion as of June 30, 2019, is headquartered in Edwardsville, Illinois and has 19 banking centers. Through TheBANK of Edwardsville Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of June 30, 2019, assets under care were approximately $1.50 billion.
For more information about us, visit busey.com and 4thebank.com.