Wealth Management Assistant

Wealth Management Assistant

This position will be responsible for providing administrative support to the Arizona Private Wealth staff in order to meet client needs and manage the overall account relationship. The position will also require direct interaction and communication with trust and investment clients and professional partners.

• Assist trust administrators in completion of new account related activities, such as account openings, preparation of account documents, CIP compliance, and various other activities.
• Prepare and input client distributions, wires, payments to third-parties, statements, joint interest billings, etc., into the trust accounting system for disbursement.
• Assist trust administrators in completion of activities related to closing accounts.
• Scan all past and future account documentation, such as disbursement requests, JIBs, internal and external correspondence, and other account-related information, into the content management software system.
• Review account trial balances, overdrafts, and activity log on client management portal.
• Generate a variety of reports such as trust and investment account statements, net income downloads, fee review sheets, performance reports, etc., for the Private Wealth Team and/or clients.
• Assist with the annual tax reporting process for trust and investment accounts.
• Track ongoing account tasks and provide reminders of outstanding items, due dates, approval requests, etc.
• Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
• Interact with and market to professional partners and centers of influence to aid in new business development and trust sales generation.
• Interact directly with trust and investments clients and administrators to ensure customer needs and expectations are met by providing high-quality, tailored, customer service.
• Perform miscellaneous account, client service, and job related duties, as assigned.

Position Requirements:

• The qualified candidate will have at least 3 years administrative/office related experience and must enjoy working in a team-oriented environment.
• Candidates must be professional, have proficient PC skills, specifically in Microsoft products
• Must be detail oriented and have the ability to multi-task
• Looking for excellent communication, interpersonal and organizational skills
• Financial services industry, trust and investments, and/or private banking experience is preferred

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.