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Citrus Heights, California

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Linthicum, Maryland

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Alexandria, VA

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Truckee, California

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Omaha, Nebraska

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Wealth Management Assistant
JOB SUMMARY  The Wealth Management Assistant provides administrative support to the Wealth Management Team by processing various types of paperwork and account information for clients while providing an excellent client service experience to all.    DUTIES Answers phone and greets clients. Maintains client data in department’s CRM system. Enters portfolio trades into investment trading platform. Creates and submits distributions to clients upon obtaining approval from the appropriate officer. Opens new accounts in Trust Accounting platforms Prepares, scans, reviews and commits correspondence and other informational material in individual client files for retenti


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