Wealth & Investment Service Specialist II

American Notary USA; Birmingham (MI); Presencial; USD 65 000 - 85 000; Tempo integral

Resumo da oferta

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.

Qualificações

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

Conhecimentos

Investment financial services

Microsoft Office proficiency

Notary Public

Ferramentas

Microsoft Office Suite

Descrição da oferta de emprego

Wealth & Investment Service Specialist II

Huntington National Bank Birmingham, MI Posted 9 days ago

& Investment Financial Services experience Required when supporting Wealth Advisor Role: Microsoft suite proficient Notary Public ...

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