Wealth Management Associate

Do you have a high level of attention to detail and enjoy working with customers? If so, the Wealth Management Associate with First Bank may be a fit for you! As a Wealth Management Associate, you will provide support to our Trust Officers who provide trusted advice in the areas of personal trust, investment management, and estate and financial planning to our customers.

Duties include : Administration :

• Provide a high level of customer service through greeting visitors, answering telephone calls, managing the schedule, and arranging conference calls.
• Prepare outgoing mail and correspondence, read and route incoming mail and coordinate statement assembly and mailing.
• Provide Wealth Management and Trust Services department with administrative support, includes performing all tasks related to account recordkeeping, daily accounting and balancing processes, income and expense processing, customer disbursements, assisting with the management of short-term cash investments, maintaining tickler system and reporting on trust accounts as outlined in account agreements.
• Other administrative tasks include compiling, processing, and balancing information in compliance with department guidelines; daily, month-end, quarter-end, and year-end processing, billing and fee receipts, purchase / sale / settlement of investments, maintaining filing system, opening and closing of accounts, filing information as received, and record retention.
• Assist with various committee meetings as needed, including preparing agendas, putting together the packets for meetings, and maintaining committee files.
• Order and maintain supplies and arrange for equipment maintenance.

Trust Services :

Safe Deposit Box Services :

Other :

Qualified candidates would have a high school diploma or equivalent. An Associates degree in finance, business, or a related field or equivalent experience is preferred. In addition, knowledge of Wealth Management and Trust Services accounts and fiduciary responsibilities, as well as at least 2 years of administrative assistance experience are preferred. Excellent written / verbal communication skills, strong accuracy and attention to detail, well-developed customer service / relations skills, strong analytical and problem-solving skills, and confidentiality are all important to the role.

First Bank is committed to our employees and customers. We believe our employees are our greatest resource and are fortunate to have quality employees who dedicate their time and effort to making First Bank a leader in our banking communities. To our team members we offer the following benefits : Health insurance, dental insurance, vision insurance, pre-tax flexible spending accounts, group term life insurance, dependent life insurance, short- and long-term disability, 401k / ESOP with employer match, paid holidays, paid vacation time, paid sick time, and a wellness program.

We encourage you to apply online today!

EOE, including disability / vets