Wealth Management Financial Assistant – Client Impact

Wilsonbank; Lebanon (TN); Híbrido; USD 42.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Employee Assistance Program

Employee Care Fund

Banker Academy Program

Descripción de la vacante

Wilson Bank & Trust in Lebanon, TN, is seeking a Financial Assistant to support the Wealth Management team, handling administrative tasks, client interactions, and account maintenance.

You will work with senior advisors, coordinate with custodians, and contribute to a high-standard client experience while adhering to FINRA/SEC and BSA/AML rules. Requires a bachelor's degree and financial licenses preferred.

Formación

• Bachelor's degree required; Series 7 and 66 licenses preferred.
• Current Life & Health Insurance Licenses preferred.
• Experience servicing high-net-worth clients.
• Strong proficiency with Microsoft Office and standard software.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Ability to work independently with strong organization and follow-through.
• Maintain confidentiality and demonstrate integrity.

Responsabilidades

• Provide administrative support to WBT Wealth Management team.
• Serve as primary contact for client service inquiries.
• Manage client communications, scheduling, and meetings.
• Process account maintenance requests and track documentation.
• Maintain client records and CRM data.
• Assist with client onboarding and meeting follow-ups.
• Coordinate with custodians, insurers, and home office staff.
• Support client events and marketing initiatives.
• Ensure compliance with FINRA/SEC and BSA/AML rules.

Conocimientos

Communication skills

Attention to detail

Organizational skills

Time management

Integrity

Problem-solving skills

Confidentiality

Client service orientation

Educación

Bachelor's degree

Series 7 and 66 licenses preferred

Life & Health Insurance licenses preferred

Herramientas

Microsoft Office

Descripción del empleo

Wilson Bank & Trust in Lebanon, TN, is seeking a Financial Assistant to support the Wealth Management team, handling administrative tasks, client interactions, and account maintenance.

You will work with senior advisors, coordinate with custodians, and contribute to a high-standard client experience while adhering to FINRA/SEC and BSA/AML rules. Requires a bachelor's degree and financial licenses preferred.