Wealth Advisor Administrative Assistant - Omaha

Job description

Position Summary: The Wealth Advisor Administrative Assistant completes administrative duties of assigned accounts including investment agencies, Trusts, and individual retirement accounts. Assists Senior Wealth Advisors, Portfolio Managers in the administration of client relationships. The role also encompasses financial planning, involvement of client and prospect meetings and client reviews. Will assist with other areas of the organization with particular emphasis on Private Banking and deposit/credit solutions. Qualifications: - Handle administrative duties of accounts including investment agencies, Trusts, and Individual Retirement Accounts. - Work with clients and Centers of Influence on an array of Wealth Management requests, issues, and solutions. - Pull quarterly and ad hoc client reports for all Wealth Advisors. Assist in the administration of client relationships that require customized reporting. - Pull and input documents and records to ensure accounts are kept in compliance with bank policies and standards working with the Senior Wealth Advisors. - Assist financial planning services for high-net worth clients in coordination with the Senior Wealth Advisors. Topics for...