Wealth Management Financial Assistant

Wilson Bank & Trust; United States; Presencial; USD 42 000 - 64 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

All-inclusive compensation package

Employee Assistance Program

Employee Care Fund

Digital rewards platform

Resumo da oferta

Wilson Bank & Trust is seeking a Financial Assistant to support the WBT Wealth Management team. You will manage account maintenance, foster client relationships, and coordinate with Retail and Lending teams to identify needs and referrals.

You will work with senior advisors to translate complex markets into understandable plans, enabling long-term financial strategies for clients in the Lebanon, TN area.

Qualificações

• Bachelor's degree required or equivalent
• Series 7 and 66 licenses preferred
• Life & Health Insurance licenses preferred
• Experience servicing high net worth clients is a plus
• Proficiency with Microsoft Office and standard software applications
• Excellent verbal, written, presentation, and interpersonal skills
• Attention to detail, critical thinking and problem-solving abilities
• Ability to work independently with strong organizational skills

Responsabilidades

• Provide administrative support for the Wealth Management team, including documents, reports, and 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, review meeting preparation, and follow-up
• Coordinate with custodians, insurance companies, and home office personnel as needed
• Support client events, marketing initiatives, and office operations
• Represent the department in cross-departmental and community initiatives
• Collaborate with advisors and staff to deliver consistent client experiences

Conhecimentos

Series 7 license

Series 66 license

Life & Health licenses

Client service experience

Microsoft Office

Communication skills

Attention to detail

Independent worker

Formação académica

Bachelor's degree

Ferramentas

CRM systems

Microsoft Office Suite

Descrição da oferta de emprego

Wilson Bank & Trust is seeking a Financial Assistant to support the WBT Wealth Management team. You will manage account maintenance, foster client relationships, and coordinate with Retail and Lending teams to identify needs and referrals.

You will work with senior advisors to translate complex markets into understandable plans, enabling long-term financial strategies for clients in the Lebanon, TN area.