Wealth Management Assistant II

JOB SUMMARY:

The Wealth Management Assistant is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships.  The Wealth Management Assistant works closely with all partners of the Wealth Management team, as well as other lines of business within the Bank such as commercial banking, retail banking, and residential lending. The Wealth Management Assistant consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Work closely with designated Wealth Advisor in the servicing of accounts, client and prospect meeting preparation, financial planning organization, and overall practice management.
• Responsible for performing general maintenance and follow-up on pending issues.
• Communicate with clients via telephone, face-to-face and written correspondence, using the highest level of service and compliance standards.
• Proven exceptional communication skills and logistical support.
• Ability to understand complex financial issues.
• Provide marketing support in the form of prospecting, seminars, client reporting, and other sales efforts as required by Advisors.
• Data entry for the Wealth Management Asset Secured Line of Credit.
• Assist with CRM reporting, scheduling client and prospect meetings, and maintaining strong relationships with internal Bank partners.
• Responsible for team logistics and ensuring that requested tasks have been handled by team members.
• Understanding of governing instruments of clients to understand terms, responsibilities, and duties of the company.
• Ability to manage multiple tasks with a high degree of accuracy.
• Demonstrate a high level of emotional intelligence.
• Maintain continuing education requirements and stay current with industry and regulatory trends, as well as vendor products and procedures.
• Maintain client and prospect confidentiality at all times.
• Adhere to Seacoast Bank’s Code of Conduct.

 

EDUCATION and/or EXPERIENCE:

• High School Diploma or equivalent required.

• 5 years of experience in the financial services industry to include investment management support or bachelor’s degree preferably in Finance, business, or related field.

• Demonstrate excellent communication (written and verbal) and interpersonal skills.
• Able to work independently and exercise a high degree of initiative.

• PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.

 

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position.  They are not intended to be an exhaustive list of responsibilities, duties, and skills.  Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.  It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.  This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. 

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