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
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