Wealth Management Associate: Client & Events Support

FNBO; Omaha, Northern (NE, KY); Hybrid; USD 48,000 - 79,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

FNBO's Wealth Management Associate role provides client service and administrative support to the Wealth Management team. You will handle day-to-day activities, onboarding, maintenance, and closing processes while upholding FNBO policies and regulatory requirements.

The role emphasizes strong communication, event planning, and coordination of internal and external Wealth events, reports, and materials. A business/related degree and 1–3 years in banking or wealth support are preferred; hybrid

Qualifications

• Associate degree or equivalent experience in business administration or related field.
• Excellent organizational and written/verbal communication skills.
• Experience supporting wealth or banking teams is preferred.

Responsibilities

• Provide client support including onboarding, maintenance and closing processes.
• Coordinate internal and external Wealth Management events and communications.
• Prepare documents, reports, agendas, and client letters for the team.
• Maintain SharePoint sites and distribution of communications within Wealth Management.

Skills

Excellent client service

Strong communication

Multi-tasking

Detail-oriented

Education

Associate’s degree in Business Administration

Tools

Microsoft Office

SharePoint

Salesforce

Job description

FNBO's Wealth Management Associate role provides client service and administrative support to the Wealth Management team. You will handle day-to-day activities, onboarding, maintenance, and closing processes while upholding FNBO policies and regulatory requirements.

The role emphasizes strong communication, event planning, and coordination of internal and external Wealth events, reports, and materials. A business/related degree and 1–3 years in banking or wealth support are preferred; hybrid