Busey Bank is seeking a Fiduciary Advisor Specialist to enhance client experiences by providing operational and administrative support to the Fiduciary Services Team. The ideal candidate will possess strong organizational and communication skills, along with relevant experience in the financial services industry
Job Summary
The Fiduciary Advisor Specialist will enhance the client experience by servicing clients and providing operational support to the Fiduciary Services Team.
Key responsibilities include onboarding new clients, coordinating tax year-end processing, and monitoring daily financial reports to ensure adequate cash balances.
Busey Bank offers a competitive Total Rewards package including a 401(k) match, profit sharing, and comprehensive medical and dental benefits.
Matching Summary
Match Score: 85
Busey Bank is seeking a Fiduciary Advisor Specialist to enhance client experiences by providing operational and administrative support to the Fiduciary Services Team. The ideal candidate will possess strong organizational and communication skills, along with relevant experience in the financial services industry.
Salary
Base: $24.27 - $29.73/hr; Bonus/Equity: Eligible for bonus or incentives based on performance; Benefits: Competitive Total Rewards package including 401(k), profit sharing, PTO, and insurance
Skills & Requirements
Must-have
Bachelor's degree in business or finance
Strong oral and written communication skills
Advanced word processing and spreadsheet skills
Multi-tasking under frequent time pressures
Knowledge of financial regulations and policies
Nice-to-have
Two or more years experience with high-net-worth clients
CFP, CFA, CTFA, or CPA designation
Experience with court reports for Estates
Ability to resolve minor service issues independently
Key Requirements
Bachelor's degree in business/finance required
Two or more years of related financial services experience preferred
Completion of CFP, CFA, CTFA, or CPA designation preferred