Wealth Advisory Support Specialist

Company: Busey
Location: Urbana
Posted on: May 16, 2022

Job Description:

WHAT YOU'LL DO The Wealth Advisory Support Specialist will possess a level of knowledge and experience that allows them to make recommendations around and communicate more complex aspects of client relationships, in addition to servicing clients and providing operational and administrative support to the Wealth Management Team. The Wealth Advisory Support Manager may determine a need for a Team Lead designation; this role reports to either a Team Lead or the Wealth Advisory Support Manager. WHAT YOU'LL BRING Knowledge of:

• Strong oral and written communication skills
• Strong organizational skills Ability to:
  • Multi-task and work independently
  • Perform duties under frequent time pressures Additional Duties:
    • This role interacts with clients on a more substantive basis by fielding phone calls and electronic communications from clients, and, in some cases, acts as primary contact for select clients.
    • Arrange client meetings, compile and complete presentations, annual client reviews, and compliance standards
    • Assist with account opening and closing procedures, and every other aspect of client relationship management.
    • Collect tax information for clients' annual returns and assist advisors and our tax resource team with coordination of year-end processing WHY IT MATTERS The Wealth Management team exhibits a foundation of knowledge and resources to serve the unique financial needs of our clients, whatever they might be. With Service Excellence at the heart of everything they do, the members of this team are critical thinkers that value the relationship Busey holds with both our clients and investors - providing them with trusted advice and tailored solutions. This role is a critical step in working toward a Private Wealth or Fiduciary Advisor role. EDUCATION & TRAINING Wealth Advisory Support Specialist & Wealth Advisory Support Specialist Team Lead:
      • Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
      • Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA.
      • Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)
      • Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office and Outlook. 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, disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors.

Keywords: Busey, Champaign , Wealth Advisory Support Specialist, Other , Urbana, Illinois