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Description
About us
As one of the oldest, independent community banks in Vermont, Union Bank has a longstanding reputation for investing in the success of our customers and communities. Founded in 1891 in Morrisville, Vermont, Union Bank is a full-service bank offering commercial, retail, municipal and asset management services throughout northern Vermont and northern New Hampshire.
Description
We are seeking a motivated individual for a full-time Wealth Management Assistant. This individual will be responsible for providing a variety of operational, clerical, secretarial, and support services to the Wealth Advisors.
Prior banking experience is preferred but not required; we will train the right candidate. This candidate should be technologically adept, deliver outstanding customer service, and have a continuous desire to learn.
Why work with us?
While working for a VT Based company that makes a difference in our VT and NH communities, you can enjoy the following perks:
· Generous Paid Time Off
· Health, Dental, and Life Insurance
· Partially paid Short and Long-Term Disability
· Company-matched 401K retirement account
· Bankers’ hours
· Paid Federal Holidays
Requirements
QUALIFICATION REQUIREMENTS:
Full Time
Banking
$67k-99k (estimate)
03/15/2024
05/14/2024
ublocal.com
MORRISVILLE, VT
100 - 200
1891
Public
DAVID S SILVERMAN
$50M - $200M
Banking
Union Bank is a Vermont-based financial institution that provides personal and commercial banking products and related services to individuals and institutions.
The job skills required for Wealth Management Assistant include Wealth Management, Customer Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Assistant positions, which can be used as a reference in future career path planning. As a Wealth Management Assistant, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Assistant. You can explore the career advancement for a Wealth Management Assistant below and select your interested title to get hiring information.