What are the responsibilities and job description for the Wealth Associate position at Community Financial Services Group, LLC?
Community Financial Services Group, a VT-based trust company that provides local personal investment and financial planning services to our clients, is currently recruiting for a Wealth Associate to assist our Wealth Advisors in providing exceptional service to our clients.
Duties and responsibilities will include:
- Providing support to multiple Wealth Advisors as assigned
- Maintaining client information on multiple system platforms; opening and closing accounts; arranging transfers of assets
- Providing support for existing and new clients, preparing materials for meetings
- Completing daily settlements of transactions entered for the day
- Answering the telephone, greeting visitors to the office, handling incoming and outgoing mail
- Maintaining client retention charts
- Monitoring daily account activity to ensure accuracy
- Coordinating setup and use of online access for clients as needed
- Providing backup assistance for various positions
- Other assigned tasks as needed to support Company operations and growth
Attributes of a Strong Candidate:
- Associate Degree or higher
- Proficiency using Microsoft Office including Word, Outlook, and Excel (skill assessment will be administered)
- Excellent math, verbal and written communication capabilities
- Professional with a strong work ethic and attendance record
- Ability to multi-task and prioritize responsibilities
- Solid organizational skills with strong attention to detail and accuracy
We offer a competitive salary, generous benefits, including 401(k), paid vacation, medical, dental, vision and life insurance and an excellent work environment with opportunities for career development. Please send a resume with cover letter to: bmason@cfsgtrust.com.
CFSG is an equal opportunity employer.
Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $20 - $25