Wealth Services Administrator

Support wealth team by providing support to administrative office duties as well as collaborating, developing and deploying client service processes.

1. Database Management

- Maintenance of in-house listing database

- Broker assistance - using the system

2. Event Coordination

- help schedule client and internal events.

3. Meeting Service Standards through:

- client mailings, appointment reminders, outbound contact.

- acting as receptionist and office greeter for incoming calls and guests, as available.

- providing refreshment provisions and hosting customers.

4. Representation of team at various events.

5. Backup administrative support.

6. All other tasks and duties as assigned, with dates to be agreed upon

Requirements:

- Office related experience required.

- Excellent computer skills (including database).

- Marketing and service skills as well as proven responsiveness, accuracy and attention to detail in their work.

- The ideal candidate is a self-directed individual who will have a strong ability to effectively plan, organize, multi-task and prioritize.

Must have excellent level of proficiency with the following software applications: Microsoft Word, Excel, PowerPoint.

Familiarity with FIS, Bankway system preferred.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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