Wealth Management Sales Assistant

Job Description

Job Description

Be Proud, Be YOU, Be Independent!

Are you an experienced Financial Services professional looking to progress in your career? If so, we need you!

At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.

About the Job:

Join the Independent Bank team as a Wealth Management Sales Assistant to support our Wealth Advisors and deliver an exceptional client experience, supporting our mission of, " Inspiring financial independence today, with tomorrow in mind ." In this role, you’ll be a primary point of contact for clients, handling account servicing, documentation, meeting coordination, and daily inquiries with accuracy and professionalism. You’ll help onboard new relationships, process account maintenance requests, prepare meeting materials, and support follow-up activities while helping ensure compliance with policies and regulations.

Ideal candidates are highly organized, detail-oriented, and client-focused, with strong communication skills and the ability to manage multiple priorities in a fast-paced, team-oriented environment.

Why You Should Apply:

• Competitive compensation package.
• Accommodating and flexible paid time off.
• A knowledgeable, goal-driven, and exciting team of colleagues.
• Exposure to different areas of banking and the ability to work with leaders within the industry.
• Community-focused events and volunteer opportunities.

What You Will Do:

• Provide exceptional service and support to wealth management clients and prospects.
• Assist with new account openings, account maintenance, transfers, and client documentation.
• Coordinate client meetings, prepare meeting materials, and manage follow-up activities.
• Respond to client inquiries and requests in a timely and professional manner.
• Maintain accurate client records and documentation in accordance with regulatory and firm requirements.
• Support Wealth Advisors with administrative, operational, and relationship management activities.
• Collaborate with internal departments to resolve client issues and facilitate transactions.
• Contribute to process improvements that enhance the client experience and operational efficiency.
• Performs other related duties as assigned.

What We’re Looking For:

• Associate’s or Bachelor’s degree preferred, or equivalent combination of education and experience.
• Prior experience in financial services, banking, wealth management, or a client service role preferred.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication abilities.
• Proficiency with Microsoft Office and client relationship management (CRM) systems.
• Ability to handle confidential information with discretion and professionalism.

This role offers an opportunity to build meaningful client relationships, support a growing wealth management business, and contribute to Independent Bank’s commitment to helping clients achieve their financial goals.

Be Proud. Be YOU. Be Independent!