Wealth Management Assistant I

Requirements

• Work closely with designated Wealth Advisor in the servicing of accounts, client and prospect meeting preparation, calendar coordination, and overall practice management.
• Perform general account 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.
• Provide marketing support in the form of prospecting, client reporting, and other sales efforts as required by the Wealth Management team.
• Data entry for the Wealth Management Asset Secured Line of Credit and coordination of banking needs for Wealth Management clients.
• Assist with CRM reporting, scheduling client and prospect meetings, and maintaining strong relationships with internal Bank partners.
• Maintain team logistics and ensure 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.

Benefits

• Paid Time Off
• 401k Matching
• Retirement Plan