Hybrid Wealth Advisor Admin Assistant for Client Planning

Union Bank & Trust; United States; Hybrid; USD 42,000 - 68,000; Full time

Job summary

Union Bank & Trust in the United States is seeking a Wealth Advisor Administrative Assistant to support assigned accounts, including investment agencies, Trusts, and IRAs, and assist Senior Wealth Advisors and Portfolio Managers in maintaining client relationships.

The role also encompasses financial planning support, client meetings, and reviews, with coordination across Private Banking and deposit/credit solutions. A hybrid work-from-home option is available after onboarding.

Qualifications

• College degree preferred in Finance or Accounting, and/or related work experience.
• Minimum of 2 years combined administrative experience in investments, trusts, financial planning and/or banking.
• General knowledge of investments, trust industry and IRAs preferred.
• Strong client service experience with an emphasis on Banking and Wealth Management.
• Highly skilled in Microsoft Office and in working with financial software.

Responsibilities

• Handle administrative duties of accounts including investment agencies, Trusts, and IRAs.
• Work with clients and Centers of Influence on a range of Wealth Management requests.
• Pull quarterly and ad hoc client reports for all Wealth Advisors and assist in customized reporting.
• Input documents to ensure accounts comply with bank policies and standards.
• Assist with financial planning services for high-net-worth clients with Senior Wealth Advisors.
• Research and service client requests including distributions and transfers.
• Monitor cash lists of investment accounts for overdrafts and new contributions.
• Organize and track contacts with clients and coordinate new account openings.
• Assist with marketing materials, proposals for new business, and client investment reviews.
• Facilitate transfers and money movement with related departments; adhere to bank policies and compliance.

Skills

Client service

Microsoft Office

Communication

Organization

Attention to detail

Education

College degree preferred in Finance or Accounting

Tools

Microsoft Office Suite

Job description

Union Bank & Trust in the United States is seeking a Wealth Advisor Administrative Assistant to support assigned accounts, including investment agencies, Trusts, and IRAs, and assist Senior Wealth Advisors and Portfolio Managers in maintaining client relationships.

The role also encompasses financial planning support, client meetings, and reviews, with coordination across Private Banking and deposit/credit solutions. A hybrid work-from-home option is available after onboarding.