Wealth Management Support Associate

Us Bank; Hopkins (MN); On-site; USD 33,000 - 44,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Job summary

U.S. Bank in Minnesota is seeking an experienced Administrative Support professional to back a regional team of Wealth Connect Advisors.

You will handle sales, processing, client service, and operations to keep advisers focused on client engagement and asset growth. The role requires at least an Associate degree and 5+ years in banking admin support, strong organizational and communication skills, and proficiency with Microsoft Office.

Qualifications

• Associate degree or equivalent work experience.
• Five or more years of administrative support experience in a banking environment.
• Knowledge of brokerage operations, policies, procedures, and regulatory standards (FINRA, SEC, etc.).
• Strong organizational and analytical skills with attention to detail.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Effective written and verbal communication with internal partners, advisors, and clients.
• Proficiency in Microsoft Office and ability to learn proprietary systems.

Responsibilities

• Provides day-to-day sales, processing, operational, administrative, and client service support to a regional group of Wealth Connect Advisors.
• Supports advisors collectively within a team-based coverage model rather than being aligned to a single advisor.
• Coordinates and tracks client appointments and supports advisor-directed client outreach and relationship reviews.
• Serves as first-line support for inbound client inquiries and routes requests appropriately.
• Ensures accurate documentation and adherence to firm policies, procedures, and regulatory requirements.
• Manages and prioritizes requests across the region to ensure timely, consistent service delivery.

Skills

Brokerage operations

Analytical skills

Prioritization

Communication skills

MS Office

Education

Associate degree

Job description

U.S. Bank in Minnesota is seeking an experienced Administrative Support professional to back a regional team of Wealth Connect Advisors.

You will handle sales, processing, client service, and operations to keep advisers focused on client engagement and asset growth. The role requires at least an Associate degree and 5+ years in banking admin support, strong organizational and communication skills, and proficiency with Microsoft Office.