Wealth Management Admin Associate

Wilson Bank & Trust; Lebanon (TN); On-site; USD 40,000 - 60,000; Full time

Job summary

Wilson Bank & Trust in Lebanon, TN is seeking a Financial Assistant to support the Wealth Management team. You will handle account maintenance, client communications, and referrals, delivering professional service that reinforces trust.

You will collaborate with senior advisors and operations to ensure compliant, accurate processing, support events, and maintain records. This role blends client service with back‑office accuracy and growth opportunities.

Qualifications

• Bachelor’s degree is required.
• Active Series 7 and 66 licenses preferred.
• Current Life & Health Insurance Licenses preferred.
• Experience servicing high net worth clients is preferred.
• Proficiency with Microsoft Office and other standard software applications.
• Excellent verbal, written, presentation, and interpersonal communication skills.

Responsibilities

• Provide administrative support for the Wealth Management team, including preparing documents, compiling reports, and drafting 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, meeting preparation, and follow-up.

Skills

Client service excellence

Communication skills

Organization

Time management

Teamwork

Education

Bachelor’s degree

Tools

Microsoft Office

CRM systems

Job description

Wilson Bank & Trust in Lebanon, TN is seeking a Financial Assistant to support the Wealth Management team. You will handle account maintenance, client communications, and referrals, delivering professional service that reinforces trust.

You will collaborate with senior advisors and operations to ensure compliant, accurate processing, support events, and maintain records. This role blends client service with back‑office accuracy and growth opportunities.