What are the responsibilities and job description for the Account Administrator for Wealth Management position at Get It - Real Estate?
Position: Wealth Management Account Administrator
Location: Colorado Offices (In-Person Only)
Salary: \(65,000 - \)70,000 (based on experience) Incentive Plan
Job Overview
We are actively seeking an enthusiastic and motivated individual to become a part of our esteemed team as a Wealth Management Account Administrator. This full-time role is situated in one of our Colorado offices, with remote work not being an option. If you are passionate about wealth management and have a solid understanding of investment assets, we invite you to apply.
Key Responsibilities
In the capacity of Wealth Management Account Administrator, you will be integral in managing trust and agency account relationships. Your primary duties will encompass:
To thrive in this position, candidates should possess the following competencies:
Our organization is committed to fostering the professional development of our employees through various training opportunities, thereby enhancing their knowledge in wealth management administration.
Company Culture And Values
We pride ourselves on being more than just a banking institution; we aim to serve as the financial backbone for our clients. Our collaborative environment encourages active participation and mutual support among team members, fostering a culture of excellence.
Compensation And Benefits
We provide a comprehensive benefits package that includes:
If you meet the qualifications and are excited about this opportunity, we encourage you to submit your application online.
Equal Opportunity Employer
We take pride in being an Equal Opportunity Employer. We welcome applications from all individuals, including minorities, females, disabled individuals, and veterans.
Application Deadline
This position will remain open until filled, and we encourage early applications. This announcement may also be used to fill similar positions within 90 days.
Privacy Notice
If you are a California resident, you may have specific rights regarding your personal information. For more details about our data collection practices, please refer to our privacy policy.
We look forward to welcoming a new member to our team who shares our commitment to excellence in wealth management!
Employment Type: Full-Time
Location: Colorado Offices (In-Person Only)
Salary: \(65,000 - \)70,000 (based on experience) Incentive Plan
Job Overview
We are actively seeking an enthusiastic and motivated individual to become a part of our esteemed team as a Wealth Management Account Administrator. This full-time role is situated in one of our Colorado offices, with remote work not being an option. If you are passionate about wealth management and have a solid understanding of investment assets, we invite you to apply.
Key Responsibilities
In the capacity of Wealth Management Account Administrator, you will be integral in managing trust and agency account relationships. Your primary duties will encompass:
- Conducting comprehensive account reviews, authorizing trades, and facilitating realignments.
- Preparing and processing documentation for new and closing accounts.
- Authorizing cash disbursements and acting as the primary liaison for client relationships.
- Engaging actively in regular Wealth Management team meetings.
- Collaborating with colleagues to achieve daily, weekly, and monthly objectives.
- Developing and executing processes to ensure exemplary client account management.
- Effectively managing time and prioritizing urgent tasks.
- Participating in training sessions to enhance your expertise in wealth management administration.
- Complying with industry regulations, internal policies, and ethical conduct standards.
- Engaging in the Bank's Community Reinvestment Act initiatives.
- Undertaking additional duties as required.
To thrive in this position, candidates should possess the following competencies:
- A Bachelor's Degree in business, finance, or a related field is preferred.
- Strong reasoning and decision-making capabilities.
- Exceptional attention to detail and organizational skills.
- Excellent time management abilities.
- Outstanding verbal and written communication skills.
- Professional demeanor and appearance.
- Flexibility to accommodate varying hours as necessary.
- Willingness to travel occasionally.
- Must be bondable.
Our organization is committed to fostering the professional development of our employees through various training opportunities, thereby enhancing their knowledge in wealth management administration.
Company Culture And Values
We pride ourselves on being more than just a banking institution; we aim to serve as the financial backbone for our clients. Our collaborative environment encourages active participation and mutual support among team members, fostering a culture of excellence.
Compensation And Benefits
We provide a comprehensive benefits package that includes:
- 401(k) Plan with a 6% Match
- Health, Dental, and Vision Insurance
- Company-Paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off and Volunteer Leave
- Paid Holidays
- And many more employee perks and incentives!
If you meet the qualifications and are excited about this opportunity, we encourage you to submit your application online.
Equal Opportunity Employer
We take pride in being an Equal Opportunity Employer. We welcome applications from all individuals, including minorities, females, disabled individuals, and veterans.
Application Deadline
This position will remain open until filled, and we encourage early applications. This announcement may also be used to fill similar positions within 90 days.
Privacy Notice
If you are a California resident, you may have specific rights regarding your personal information. For more details about our data collection practices, please refer to our privacy policy.
We look forward to welcoming a new member to our team who shares our commitment to excellence in wealth management!
Employment Type: Full-Time
Salary : $65,000 - $70,000
