Financial Assistant

Wilson Bank & Trust; United States; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

All-inclusive compensation package

Employee Assistance Program

Employee Care Fund

Digital rewards platform

Job summary

Wilson Bank & Trust is seeking a Financial Assistant to support the WBT Wealth Management team. You will manage account maintenance, foster client relationships, and coordinate with Retail and Lending teams to identify needs and referrals.

You will work with senior advisors to translate complex markets into understandable plans, enabling long-term financial strategies for clients in the Lebanon, TN area.

Qualifications

• Bachelor's degree required or equivalent
• Series 7 and 66 licenses preferred
• Life & Health Insurance licenses preferred
• Experience servicing high net worth clients is a plus
• Proficiency with Microsoft Office and standard software applications
• Excellent verbal, written, presentation, and interpersonal skills
• Attention to detail, critical thinking and problem-solving abilities
• Ability to work independently with strong organizational skills

Responsibilities

• Provide administrative support for the Wealth Management team, including documents, reports, and correspondence
• Serve as primary contact for client service inquiries with timely, professional communication
• Manage client communications, scheduling, and meeting coordination
• Process account maintenance requests and track documentation through completion
• Maintain client records, referral tracking, and CRM systems
• Assist with client onboarding, review meeting preparation, and follow-up
• Coordinate with custodians, insurance companies, and home office personnel as needed
• Support client events, marketing initiatives, and office operations
• Represent the department in cross-departmental and community initiatives
• Collaborate with advisors and staff to deliver consistent client experiences

Skills

Series 7 license

Series 66 license

Life & Health licenses

Client service experience

Microsoft Office

Communication skills

Attention to detail

Independent worker

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office Suite

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Financial Assistant Location: Lebanon, TN

ABOUT US

Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees—through recognition, rewards, and opportunities to grow. Inside our walls, you’ll find a workplace that reflects the same trusted reputation we’ve built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here—feedback drives decisions on workplace flexibility, transparency, and strategic priorities.

ABOUT THE POSITION

Be the Steward of Long‑Term Prosperity Meet neighbors who are ready to map out college savings, plan retirement income, or diversify a growing business’s assets. Our WBT Wealth Management team is backed by Raymond James Investments, to be the trusted advisors who bring clarity and confidence to long‑term goals. In this role, you’ll build relationships that begin in our offices and deepen over decades, partnering with our Retail and Lending teams to identify needs and seamlessly facilitate their referrals when customers require investment solutions beyond a bank’s traditional capabilities. Through employing Raymond James Financial Advisors, we connect customers to a broader platform of investment strategies while keeping the personal, community‑first approach that defines our bank. You’ll translate complex markets into understandable plans, celebrate milestones as portfolios evolve, and serve as a steady guide through changing seasons. This isn’t just managing money; it’s stewarding futures.

Position Summary

The Financial Assistant plays a critical role in supporting the Financial Advisor of the WBT Wealth Management team by managing account maintenance activities and fostering ongoing relationships with clients through consistent daily interactions. This position acts as a trusted point of contact for existing clients, delivering timely, professional, and personalized service while helping deliver an exceptional client experience. The Financial Assistant reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.

Position Duties & Responsibilities

• Provide administrative support for the WBT Wealth Management team to include preparing documents, compiling reports, and drafting correspondence
• Serve as a primary contact for client service inquiries, responding with timely and professional communication to address and resolve issues to maintain high satisfaction levels
• Manage client communications, scheduling, and review meeting coordination
• Process account maintenance requests and track documentation through completion
• Maintain client records, referral tracking, and CRM systems
• Assist with client onboarding, review meeting preparation, and follow-up
• Coordinate with custodians, insurance companies, and home office personnel as needed
• Support client events, marketing initiatives, and office operations
• Represent the department with cross-departmental and community initiatives
• Embrace a team approach, as well as communicate and collaborate with other advisors and staff
• Work closely with senior financial advisors and operations team members to deliver consistent client experiences and identify opportunities for enhanced service
• Responsible for meeting or exceeding service-level and production-based goals related to client retention, acquisition, satisfaction, and account management
• Adhere to all company and industry supervisory guidelines and policies
• Maintain professional and technical knowledge by attending educational workshops, complying with continuing education requirements, reviewing professional publications, establishing personal networks and participating in professional associations
• Attend training as requested
• Adhere to compliance with all FINRA/SEC and federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
• Participate in outside community activities as required
• Perform other duties as assigned

Required Qualifications

• Bachelor's degree
• Active Series 7 and 66 licenses preferred
• Current Life & Health Insurance Licenses preferred
• Experience with servicing high net worth clients
• Proficiency with Microsoft Office and other standard software applications
• Excellent verbal, written, presentation, and interpersonal communication skills
• Attention to detail, critical thinker and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through
• Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment
• Ability and willingness to work with purpose and a strong sense of urgency
• Self-motivated, positive, and enthusiastic with a strong desire to exceed expectations
• Maintain confidentiality discretion
• Ability to interact with customers and employees in a friendly and professional manner
• Ability to effectively work in collaboration with others to achieve business objectives
• Willing to grow and be challenged

COMPREHENSIVE BENEFITS & RECOGNITION

• We believe success should be acknowledged and celebrated. That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more.
• Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most.
• We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.

GROW WITH US

• “Grow With Us” is more than a slogan—it’s an invitation. Whether partnering with local schools to teach the next generation hands‑on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you’ll find opportunities tailored to your interests and ambitions while working for WBT.
• We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.
• Wilson Bank & Trust is more than a just a bank — we’re a community-focused, people-first organization committed to supporting both our customers and our employees.
• As an independent, community‑based bank, we combine big‑bank resources with hometown service, creating a workplace where you can build meaningful relationships, grow your career, and make a real impact every day.