Job Summary

• Provides in-office client and advisor support interfacing with our affluent Investment clients and Centers of Influence.
• Provide essential Investment support in the daily investment portfolio administration for the Wealth Management regional office.
• Assist the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing & maintaining client presentation & marketing materials.

Matching Summary

Salary

Base: $50,340 - $103,480; Bonus/Equity: Additional incentive pay available; Benefits: Medical, dental, vision, life insurance, disability, 401k, vacation, sick days, paid holidays

Skills & Requirements

Key Requirements

• 3-5+ years experience
• Knowledge of banking products
• General knowledge of investment products
• Strong problem-solving skills
• Excellent interpersonal skills
• Excellent communication skills
• Exemplary customer service skills

Work Rights