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Wealth Advisor Assistant - Decatur

Company: Busey
Location: Decatur
Posted on: March 18, 2020

Job Description:

Duties/Responsibilities * Field phone calls from clients. * Arrange client meetings, compile and complete presentations, onboard new clients by arranging client meetings, and annual reviews. * Assist with account opening and closing procedures. * Collect tax information for clients' annual returns. * Monitor daily financial reports and cash positions in clients' portfolios to verify account is not overdrawn and cash balance is adequate to support ongoing cash needs. * Maintain integrity of client files; verify that proper documentation is appropriately filed in accordance with policy and procedures. * Review and distribute daily and monthly reports to team members, including fee reviews. * Provide support for client communications including birthday, holiday, and special event notifications. * Assist with the completion and coordination of bill payment activity. * May assist with Investment Services administrative duties. Education * Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred. * Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA. * Attend appropriate training and informational programs to enhance understanding of the industry as part of the on-going job responsibilities. * Requires knowledge of Microsoft Office. Qualifications Knowledge of: * Strong oral and written communication skills * Strong organizational skills Ability to: * Multi-task and work independently * Perform duties under frequent time pressures EOE of Minorities/Females/Vets/Disability

Keywords: Busey, Decatur , Wealth Advisor Assistant - Decatur, Other , Decatur, Illinois

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