Wealth Management Associate - Client & Event Support

First National Bank of Omaha; Omaha (NE); Hybrid; USD 48,000 - 79,000; Full time

Job summary

First National Bank of Omaha is seeking a Wealth Management Associate to deliver exceptional client service and support for the Wealth Management team in a hybrid capacity. The role handles onboarding, ongoing maintenance, and closing processes, while facilitating internal communications and reports.

You will work with Wealth leadership, earn trust with clients, and help manage events, celebrations and gifts, all within FNBO policies and regulatory guidelines.

Qualifications

• Associate’s degree in Business Administration or related field or equivalent experience.
• Excellent orientation to detail and client service skills.
• Advanced MS Office skills including Excel, PowerPoint and Word.
• Ability to multi-task and work in a fast-paced environment.

Responsibilities

• Provide comprehensive support to Wealth Management team and walk-in clients.
• Create documents, reports, agendas and client letters; manage internal documents and scans.
• Coordinate event planning, meetings and communications for Wealth Management.
• Maintain SharePoint sites and assist with publishing, updates and formatting.

Skills

Client service

Communication

Attention to detail

Multi-tasking

Organizational skills

Education

Associate’s degree in Business Administration or related field

Tools

Salesforce

SharePoint

Ariba

PowerPoint

Excel

Job description

First National Bank of Omaha is seeking a Wealth Management Associate to deliver exceptional client service and support for the Wealth Management team in a hybrid capacity. The role handles onboarding, ongoing maintenance, and closing processes, while facilitating internal communications and reports.

You will work with Wealth leadership, earn trust with clients, and help manage events, celebrations and gifts, all within FNBO policies and regulatory guidelines.