Wealth Advisory Support Specialist II

American Notary USA; Birmingham (MI); On-site; USD 65,000 - 85,000; Full time

Job summary

Huntington National Bank in Birmingham, MI is seeking a Wealth & Investment Service Specialist II to support Wealth Advisors with client service, account administration, and investment information gathering.

Requirements include experience in investment/financial services, proficiency with Microsoft Office, and Notary Public status. This role emphasizes accuracy, regulatory compliance, and strong client communication in a busy banking environment.

Qualifications

• Investment and financial services experience required when supporting Wealth Advisor role.
• Proficient with Microsoft Office suite.
• Notary Public certification or commission.

Skills

Investment financial services

Microsoft Office proficiency

Notary Public

Tools

Microsoft Office Suite

Job description

Huntington National Bank in Birmingham, MI is seeking a Wealth & Investment Service Specialist II to support Wealth Advisors with client service, account administration, and investment information gathering.

Requirements include experience in investment/financial services, proficiency with Microsoft Office, and Notary Public status. This role emphasizes accuracy, regulatory compliance, and strong client communication in a busy banking environment.