The primary function is to support the designated Relationship Managers/Advisors in day-to-day client contact, relationship management, trust and investment account administration, sales, marketing, compliance requirements, and other functions as required to maintain excellent relationships with clients, prospects, external professional advisors and internal business partners.
RESPONSIBILITIES MAY INCLUDE:
• Support in the administration of trust, investment, retirement and brokerage accounts.
• Daily transaction processing, securities transfers, cash and check requests, gifts, deposits, routine client information requests and updating client information
• Monitor and review daily reports for accuracy, action items, resolution and follow-up.
• Assist with account opening, asset transfer, account terminations, and special asset management.
• Responsible for performing daily account administration and client service activities such as processing checks, generating daily reports, reviewing cash balances and processing of trade instructions.
• Respond to Audit and internal compliance requests as necessary.
• Responsible to handle certain routine to moderately complex client matters and undertake research or take needed action to resolve.
• Serve as direct back-up to other team/office support professionals to provide team-based coverage. Coordinate client meetings, including scheduling, dining arrangements, travel, security and other related activities.
• Prepare client meeting materials; assist with the preparation of presentation materials for meetings in collaboration with relationship teams or other departments to ensure deadlines are met.
• Assist in the completion of expense reports and other related requirements for professionals.
• Review pertinent account information on the trust accounting system daily to identify overdrafts and resolve other issues with the Account Officer(s).
• Review accounts monthly and prepare the annual account reviews. Review and organize the account file, ensure statements and distributions are set up and tax documentation is in order. Responsible for clerical and administrative support such as data entry, email, updating reports, faxes, appointment scheduling, travel coordination, and sales support.
• Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices.
• Participate in special projects and identify process improvements.
• High school diploma or equivalent is required. Bachelor's degree is highly desired.
• Minimum of two (2) years of working experience in a professional related position is required or requirement may be substituted with a bachelor's degree in a related field such as business administration or finance and prior work or educational experience in analyzing and interpreting financial and investment concepts.
• Advanced level proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
• Prior banking or wealth management-related experience is highly desired
• FINRA licenses (S7, S66, Life & Health) or ability to obtain is highly desired
• Expected to become familiar with and learn Wealth Management/Brokerage products
• Excellent written and verbal communication skills required
• Strong organizational skills required
• Ability to multi-task and work both in team settings and independently in a fast-paced environment to meet deadlines required
• Ability to interact in a professional demeanor with all levels of staff, including Executive Management, and customers required
• Strong focus on customer service skills required
KEY COMPETENCIES
• Professionalism
• Microsoft Office Proficiency
• Detail oriented
• Customer service-focused
• Self-motivated and reliant
Essential Functions:
• Sitting for extended periods of time
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components
• Ability to converse and exchange information with all levels of staff within organization
• Ability to observe, perceive, identify, and translate data
Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here
At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
United Bank is the community bank for the markets we serve. We offer local decision-making and the personalized service our customers have come to expect since 1839, with the insights, technologies, products, and services of a large bank – and a deep commitment to the communities in which we operate.
We are committed to developing long-term personal relationships with every customer. Our flexible, local decision-making approach enables our team to create customized solutions to help United customers grow and thrive. With more than 220 locations and over 2,500 employees across the Mid-Atlantic and Southeast, our experienced leadership, consistent performance, and focus on relationships make United the bank of choice for our customers, investors, team members, and communities.
We are committed to serving our communities with safe, sound, and secure practices – backed by strong earnings, sound asset quality, and strong capital – that have allowed us to weather any storm for 186 years. Because of this, our employees, customers, shareholders, and communities can rely on us to be their banking partner for decades to come.
Member FDIC. Equal Housing Lender. Equal Opportunity Employer.
United Bank NMLS ID 522399 (www.nmlsconsumeraccess.org). ADVERTISING NOTICE - NOT A COMMITMENT TO LEND – SUBJECT TO PROGRAM AVAILABILITY. This is not a commitment lend. All loan applications are subject to credit and property approval. Annual Percentage Rate (APR), programs, rates, fees, closing costs, terms and conditions are subject to change without notice and may vary depending upon credit history and transaction specifics. Other closing costs may be necessary. Flood and/or property hazard insurance may be required. To be eligible, buyer must meet minimum down payment, underwriting, and program guidelines.
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