What are the responsibilities and job description for the Wealth Management Associate position at First Bank?
Do you have a high level of attention to detail and enjoy working with customers? If so, the Wealth Management Associate with First Bank may be a fit for you! As a Wealth Management Associate you will provide support to our Trust Officers and Financial Advisor who provide trusted advice in the areas of personal trust, investment management, and estate and financial planning to our customers.
To accomplish this, you will be tasked with computer inputting and processing, recordkeeping, correspondence, scheduling, and maintenance of client account files. This will all be done while providing friendly, prompt service to customers and maintaining confidentiality of customer account information.
For maximum efficiency, you must be able to be able to recognize and respond sensitively to the overall financial needs and priorities of the customer, effectively manage your time, problem solve, and be proficient with computers. Knowledge of trust and investment services or administrative assistant experience is preferred.
We encourage you to apply online today.
EOE, including disability/vets