Support Specialist - Wealth Management

Company: Busey
Location: Urbana
Posted on: August 6, 2022

Job Description:

WHAT YOU'LL DODuties & ResponsibilitiesLevel I:

• Complete account opening/closing procedures.
• Assist Wealth Advisory Personnel in the client onboarding process.
• Ensure client access to online wealth management programs; providing on-going service support to the client.
  • Review and send client documents & notifications on accounts
  • Perform ongoing account maintenance & updates.
  • Assist Compliance department with meeting necessary standards.
  • Review and maintain liability insurance for real estate held in trust accounts.
  • Maintain assets in safekeeping vault & integrity of client vault files.
  • Assist with frontline training for Wealth Advisory associates on processes, procedures, and systems.Level II:
    • Complete tasks outlined within Level I duties - autonomously and by using skilled decision making authority
    • Additional duties to include:
      • Conduct & create frontline training for Wealth Advisory associates on processes, procedures, and systems.
      • Assist in the dual control audit procedures to verify team work
      • Act as subject matter expert/team resourceWHAT YOU'LL BRINGKnowledge of:
        • Strong client services skills
        • Strong oral and written communication skills
        • Accounting and data processing systems, procedures and controlsAbility to:
          • Communicate clearly with all team members
          • Prioritize multiple tasks and requests
          • Perform well under time pressures
          • Coordinate with multiple teams and departmentsEDUCATION & TRAINING Level I
            • High School diploma and/or up to 1 year of related work experience - required
              • Related experience to include a focus within: operations, banking, or trust administration
              • Requires knowledge of Microsoft OfficeLevel II
                • Associate's degree and/or 2+ years related work experience - preferred
                • High School diploma and/or 2+ years of related work experience - required
                  • Related experience to include a focus within: operations, banking, or trust administration
                  • Requires knowledge of Microsoft Office. Busey believes that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. Equal Opportunity Employment is a priority for Busey and all qualified applicants will receive consideration regardless of race, color, religion, national origin, genetic information, sex (including pregnancy), age, sexual orientation, gender (including gender identity and expression), marital status, military status, veterans status, citizenship status, work authorization status, work disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors.

Keywords: Busey, Champaign , Support Specialist - Wealth Management, Executive , Urbana, Illinois