Wealth Associate II

Wealth Associate II

Canandaigua National Bank

Location: Pittsford, NY (Hybrid – 4 days/wk. in office)

What does a Wealth Associate II do?

Responsible for providing administrative support relating to CNB Wealth services to customers within the bank's market area; achieving goals developed for the position as part of the CNB Wealth’s operating plan; ensuring compliance with various operating policies and procedures and various regulatory requirements; communicating and interfacing with other divisions and management personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports; communicating with clients.

Provides administrative support relating to CNB Wealth Management services as follows:

+ Completes new account set-up and account transfer documents, reviews accounts for accuracy, prepares requests for account distributions and deposits, sets up scheduled distribut...