Objectives and Responsibilities. Update financial planning software for all advisor meetings. Input notes and update CRM regularly. Call vendors to update financial information when necessary. Manage and attach statements and contracts to client accounts. Assist with client update reports and mailings. Assist team with projects. Pursue ongoing education to enhance financial knowledge. Experience and Competencies – For success in this role. 1-2 ye...
Description. Kleberg Bank, N.A. believes that the customer’s experience is our Brand. Each individual at Kleberg Bank, N.A. is committed to providing “Excellent” customer service. Therefore, we are seeking a Wealth Management Assistant with unrivaled integrity, solid work ethic and a passion for service. The Wealth Management Assistant coordinates with Financial Professionals (Registered Representatives) running their day-to-day Investment practi...
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 ...
Open Opportunity. Wealth Management Assistant. Alloy Silverstein is a multi-office regional accounting and financial services firm seeking a full-time Wealth Management Assistant for our Cherry Hill, NJ office location. About us. While Alloy Silverstein Accountants and Advisors has been a prominent South Jersey CPA firm since 1959, the financial services division was created in 1999. Led by Managing Shareholder Ren Cicalese, CPA, PFS, CGMA and Di...
Description. Job Summary. . Join Trilogy Financial and start your professional career as a Wealth Management Assistant. We are in the active stages of expansion and are seeking motivated individuals with a passion for connecting with people and shaping financial futures. As an entry-level position, it serves as the first step in our rewarding career path towards becoming a licensed advisor. The primary goals include training and obtaining S65 and...
Description. . Job Summary. Trilogy Financial is seeking driven, career-minded individuals with a desire to connect with people and a passion to influence their financial futures. The Wealth Management Assistant is the first position on the rewarding and competitive Wealth Management career path. Training and obtaining your S65 and Insurance licenses are the primary goals in this position while laying the foundation to grow into a self-confident ...
Description. Job Summary. Trilogy Financial is seeking driven, career-minded individuals with a desire to connect with people and a passion to influence their financial futures. The Wealth Management Assistant is the first position on the rewarding and competitive Wealth Management career path. Training and obtaining your S65 and Insurance licenses are the primary goals in this position while laying the foundation to grow into a self-confident an...
Description/Job Summary. Provides support to the incumbents manager as well as any other Wealth Management Advisors within the organization. Responsibilities/Duties. 1. Aids officers with administrative responsibilities, such as answering phones, filing and preparation of documents. This duty is performed daily. 2. Assists in completion of new account related activities, such as account openings, preparation of account documents, CIP compliance, ...
