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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Legal Staff
Litigation - Whistleblower - CFTC
Trusts and Estates
Min 5 yrs required
Full Time Wealth Management Specialist Duties: Provides administrative support to the Wealth Management team by greeting customers, answering incoming phone calls, scheduling appointments and responding to customer inquiries. Assists the Senior Trust Officer in administration of investment management, trust, estate, custodial and other trust account customer relationships. Performs filing, document imaging; sends and distributes mail. Assists with coordination of tax information, statement mailings and other correspondence related to meetings and trust committee minutes. Assists with payroll and bill pay for client accounts.
Qualification and Experience
Qualifications: Paralegal Certificate or Associates Degree in a related field preferred. Prior Wealth management and trust experience preferred, legal assistant experience with estate administration/settlement also preferred. Excellent communication, organizational, interpersonal skills and basic computer knowledge required. Deadline: 30 April 2015 (EST)
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