Wealth Management & Trust Admin Assistant - Client Advocate

DEVON Islamic; Chicago (IL); Presencial; USD 43 000 - 52 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical coverage

Dental & Vision coverage

Life Insurance

Disability insurance

401(k) with match

Legal coverage

Resumo da oferta

Devon Bank is seeking a Wealth Management and Trust Assistant Administrator to provide administrative, operational, and client service support to Wealth Advisors and the Trust Department. This role helps ensure an exceptional client experience by assisting with account administration, meeting coordination, client communications, and day-to-day operational activities.

Responsibilities include coordinating client communications, account openings/closings, distributions, and reporting, while

Qualificações

• 1-5 years of experience in financial services or wealth management.
• Bachelor’s degree in finance, economics or a related field.
• Excellent analytical skills and ability to interpret and understand financial data.
• Strong communication and relationship building skills.
• Proficiency in Microsoft Office Suite, particularly Outlook, Excel, and Word.

Responsabilidades

• Maintain regular communication with clients to understand and respond to their financial needs and requests.
• Provide administrative support, including maintaining client information, processing documentation, and coordinating with internal departments.
• Coordinate account openings, closings, and distributions, ensuring all required documentation is complete and compliant with applicable policies and procedures.
• Process discretionary and recurring distributions, bill payments, and wire transfers accurately and efficiently.
• Prepare client account reports and presentations for client meetings.
• Communicate with clients, Wealth Advisors, auditors, and tax preparers as needed.
• Assist Administrators with client meetings, including reviewing trust and account agreements.
• Ensure compliance with applicable financial regulations, company policies, and established procedures.
• Perform other duties and responsibilities as assigned.

Conhecimentos

Analytical skills

Strong communication

Client relationship skills

Formação académica

Bachelor’s degree in finance, economics or related field

Ferramentas

Microsoft Office Suite

Descrição da oferta de emprego

Devon Bank is seeking a Wealth Management and Trust Assistant Administrator to provide administrative, operational, and client service support to Wealth Advisors and the Trust Department. This role helps ensure an exceptional client experience by assisting with account administration, meeting coordination, client communications, and day-to-day operational activities.

Responsibilities include coordinating client communications, account openings/closings, distributions, and reporting, while