Wealth Investment Support Specialist I

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
2. Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
3. Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations.
4. Respond to client requests for information and assistance within appropriate level of authority.
5. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing & maintaining client pr...