Wealth Advisory Support Associate

at First Busey Corporation in Peoria, Illinois, United States

Job Description

Position SummaryThe Wealth Advisory Support Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Wealth Management Team. The Wealth Advisory Support Manager may determine a need for a Team Lead designation; this role reports to either a Team Lead or the Wealth Advisory Support Manager.
Duties & Responsibilities
Formulate the appropriate actions necessary to help client and enhance their relationship with Busey.
Assist advisor with the development of new sales opportunities.
This role interacts with clients by fielding phone calls and electronic communications from clients. Arrange client meetings, compile and complete presentations, annual client reviews, and compliance standards.
Establish recurring receipts and distributions, ensuring items are in line with account agreement and documentation.
Education & Experience
Knowledge of:
Strong oral and written communication skills with moderate to high level of customer contact via client meetings, phone, and correspondence
Strong organizational skills

Ability to:
Multi-task and work independently
Perform duties under frequent time pressures

Education and Training:
Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA.
Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office and Outlook.

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.

EOE of Minorities/Females/Vets/Disability