Job Summary

• Serve as a resource for the Fiduciary Advisor Team by executing various operational and administrative tasks to enhance client experience.
• Onboard new clients, monitor daily financial reports, maintain client file integrity, and resolve compliance matters.
• Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, paid time off, and comprehensive health benefits.

Matching Summary

Salary

Base: $24.27 - $29.73/hr; Bonus/Equity: Eligible for bonus or incentives based on company and individual performance; Benefits: Competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.

Skills & Requirements

Key Requirements

• Bachelor's degree in business/finance
• Two or more years of related experience
• CFP, CFA, CTFA, or CPA designation preferred
• Financial services industry experience

Work Rights