Busey Bank: Wealth Advisor Assistant – Champaign, IL

Author - April 2, 2017

Wealth Advisor Assistant Job Description: This position will assist the Advisor administer all aspects of clients’ accounts and their related transactions.

Qualifications:

  • Knowledge of Strong client service skills
  • Knowledge of  Strong oral and written communication skills

Job Title: Wealth Advisor Assistant
Job Type: Full-Time
Location: University, Champaign, IL
Hours: Monday-Friday 8am-5pm

Education and Training:

  • Requires an Associates degree in business or finance, Bachelors degree preferred
  • Requires experience with PCs, and word processing/spreadsheet software
  • Two or more years related experience in the financial services industry preferred; previous experience servicing high net worth relationship clients helpful
  • General working knowledge of trusts, trust administration, and procedures would be helpful
  • Participation in appropriate training and informational programs to enhance understanding of the industry will be required as part of the on-going job responsibilities

Wealth Advisor Assistant

Duties/Responsibilities:

  • Field phone calls from clients and formulate the appropriate actions necessary to help them and enhance their relationship with Busey
  • Input appropriate transactions for clients’ accounts, i.e. disbursements, receipts, transfers, fees, and statements
  • Prepare documentation to open, close and update modifications to client accounts in accordance with established procedures
  • Monitor daily financial reports of the clients’ portfolios to ensure the proper transactions are reflected in the prior day’s work
  • Maintain client/prospect mailing database for Private Wealth Advisors
  • Open and process incoming and outgoing mail for Wealth Advisors
  • Compile and prepare presentation materials and investment reports for Private Wealth Advisors
  • Maintain integrity of client files; verify that proper documentation is appropriately filed in accordance with policy and procedure
  • Arrange client meetings and annual reviews; assist with preparation for after-hours meetings and seminars as needed
  • Assist with the completion of regulatory reviews
  • Assist with collection of tax information for clients’ annual returns
  • Assist Private Wealth Advisor with client orientation in accordance with set policy and procedure
  • May assist with land trust accounts receivable billing; may process corporate account receivables/payables
  • May maintain tracking database for fiduciary and personal tax returns
  • May attend various department meetings and/or take minutes
  • May serve as assistant corporate secretary and assist with Board matters.
  • Serve as primary point for client contact in Advisor’s absence. (Wealth Advisor Assistant II)
  • May make recommendations consistent with the client Investment Policy Statement. (Wealth Advisor Assistant II)
  • May attain designation to include (but not limited to) Certified Financial Planner/Certified Trust and Financial Advisor. (Wealth Advisor Assistant II/Private Wealth Advisor I)

Ability to:

  • Work independently and make decisions
  • Prioritize daily workflow; meet deadlines
  • Analyze and solve problems which there are not precedents

EOE of Minorities/Females/Vets/Disability

To apply >>> http://www.indeed.com/rc/clk?jk=e872bb1965f3a107
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