Wealth Management Operations Associate

Union Bank of VT & NH; Morristown (VT); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Generous Paid Time Off

Health, Dental, and Life Insurance

Partially paid Short and Long-Term Dis

Company-matched 401K retirement plan

Bankers’ hours

Paid Federal Holidays

Job summary

The Wealth Management Associate at Union Bank of VT & NH provides comprehensive operational and clerical support to Wealth Advisors to deliver high-quality client service. The role assists with account documentation, client communications, and transaction processing while maintaining attention to detail and professionalism.

This position supports the Wealth Management team, requires discretion, and balances multiple priorities to enhance the client experience.

Qualifications

• Detail oriented with superior organizational skills and multi-tasking ability.
• Strong time management skills.
• Mathematical aptitude.
• Team player with collaborative skills.
• Wealth Management industry experience is a plus; training provided.
• Responsible for staying up to date with banking regulations and procedures.

Responsibilities

• The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.
• This position assists with account documentation, client communications, transaction processing, and other day-to-day support functions.
• It requires strong attention to detail, professionalism, discretion, and the ability to manage multiple priorities while contributing to a positive client experience.

Job description

The Wealth Management Associate at Union Bank of VT & NH provides comprehensive operational and clerical support to Wealth Advisors to deliver high-quality client service. The role assists with account documentation, client communications, and transaction processing while maintaining attention to detail and professionalism.

This position supports the Wealth Management team, requires discretion, and balances multiple priorities to enhance the client experience.