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Wealth Management Assistant

Wealth Management Assistant

O'Hare Area; Financial

RESPONSIBILITIES

  • New account information set up on accounting system
  • Recurring payment set up on accounting system
  • Assist manager with daily workflow as assigned
  • Gather and process paperwork to complete incoming asset transfers in a timely manner
  • Process all recurring billing payments
  • Participate in all required training sessions for compliance
  • Maintain adequate controls to ensure compliance with consumer protection statutes/regulations in a defined area of responsibility
  • Implement bank-directed policy and changes relating to regulatory amendments
  • Mail Client correspondence as needed

 

REQUIREMENTS

  • High school diploma or equivalent GED required
  • Bachelor or Associates Degree preferred
  • College coursework preferred.
  • Minimum 3 years previous Administrative Assistant experience
  • Must have strong organizational and communication skills and be able to deal effectively with the public
  • Must be proficient in Word, Excel, and PowerPoint
  • Ability to handle multiple tasks simultaneously
  • Ability to work well under deadline pressure
  • Position requires the need to work varied hours/days including occasional overtime as business dictates.  May need to travel to other branch locations

JO#116218

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