Job Location: 1905 Stewart Ave, Wausau, WI 54401
Hours: Monday-Friday between the hours of 8:00 a.m. 5:00 p.m. (20-25 hours/week)
Are you looking for an opportunity that provides work/life balance, where you can focus on providing great service to customers, with a winning team that genuinely cares for one another? Peoples State Bank is ready to hire our new Wealth Management Assistant. We're a winning team - ready to support you in your career goals - focused on collaboration and commitment to provide the best service to our customers. It's in our name, Peoples, we're for people!
What does a Wealth Management Assistant Do?
In this position, you'll collaborate closely with the Financial Advisors. You'll do this by providing administrative and clerical support to the team. You'll provide operational efficiency and customer service excellence - always being our trusted partner to help facilitate client growth.
Call clients and schedule appointment at the direction of the financial advisors.
Generate reports, such as position statements, for advisor's meetings with clients.
Develop processes for tracking all business and handling paperwork.
File client statements, correspondence, and agreements completely.
Use excellent customer service skills to build client relationships.
Place trades through Commonwealth at advisor's direction, if licensed.
Regularly review Commonwealth news items, technology updates, and e-mail communications.
Assist with data entry of all client financial information.
Maintain up-to-date organized client files.
Prepare and send outgoing mail/letters as directed by advisors.
Assist advisors with marketing efforts.
Associate degree preferred, or equivalent work experience.
1-3 years' experience in banking or financial services company.
Enthusiastic, positive, effective under pressure, flexible, self-starter and has the drive to learn in a fast-pasted environment.
Ability to maintain attention to detail.
Strong organizational skills.
Ability to use multiple technology platforms.
Exceptional customer service experience.
Ability to work independently to complete projects meeting quality and timeliness expectations.
Why should you apply?
Freedom and flexibility to focus on your team, customers, family and community
Opportunity to serve customers in a community bank environment
Competitive salary and benefit package
Plenty of paid time off to provide work/life balance
Volunteer paid time off for supporting your local community
We are an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.
Peoples State Bank