Wealth Management & Trust Associate

First State Bank • Gainesville, TX • 1d ago

Join Our First State Bank Family!

First State Bank's mission is to treat the community as our home, customers as our neighbors, employees as our family, and by so doing, create value for our shareholders. Our Core Values are Genuinely Care, Trust, Relentless Improvement and Accountability. All FSB employees perform their daily job responsibilities following these guiding principles in all aspects.

Summary:

This position provides excellent customer service to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective Trust functions of the bank.

The requirements listed below are representative of the knowledge, skill, and/or ability required. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The competence of the employee in performing his or her job duties will be demonstrated, maintained and improved on an ongoing basis.

The statements contained in this position description reflect the general duties considered necessary to describe the principal functions of the job as identified and shall not be considered a detailed description of all the work requirements that may be inherent in the position.

Essential Job Duties & Responsibilities:

Provides implementation, servicing, and technical support for investment and insurance products.

Work directly with clients on service questions and interface with vendors.

Resourceful and uses company reference materials and contacts fluidly.

Assist advisor in scheduling meetings by contacting clients and coordinating calendars.

Ensure proper documentation of activities, tasks, transactions, correspondence, etc.

Provides administrative support and promptly notifies the advisor of issues needing immediate resolution.

Adhere to professional practices/ standards and internal processes and controls as outlined in the Policy & Procedures manual

Foster and support client relationships

Maintain files, both paper and electronic, in accordance with company and industry standards

Review all account documentation before it is presented for approval

Knowledge, Skills & Abilities:

Must be customer service oriented and possess good interpersonal, oral, and written communication skills; spelling and grammar skills; good math, and analytical skills; strong research, analysis, and organizational skills

Must be coachable, have a professional demeanor, and an ability to manage conflicting priorities

Values work life, enjoys learning, and has the aptitude to learn new things quickly

This person is accurate, tenacious when it comes to follow through, and detail oriented

Must be able to work independently, but willing to cross-train with team members and pitch in wherever needed to help get things done

Possesses organizational skills

Self-motivated, proactive, and exhibits a can-do attitude

Job Requirements:

Prior client service experience and working directly with clients

Excellent verbal and written communication skills

Strong proficiency in Microsoft Office Suite - particularly Excel, Word, and Outlook

Strong computer aptitude: ability to learn new systems quickly

Experience with CRM/Database and financial systems is a plus

Professional dress, Monday-Friday in office

Other duties as assigned. This job description is subject to change at any time.

Qualifications

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