Wealth Management Support Specialist

Invest in your future at BSNB ! BSNB is looking to hire an enthusiastic Wealth Management Support Specialist to join our growing Wealth Management department. Do you enjoy interacting with clients and place a high value on organization and accuracy? Would you like to work with a dynamic, growing bank that values the contributions of its staff ?

A DAY IN THE LIFE OF THE WEALTH MANAGEMENT SUPPORT SPECIALIST

As the Wealth Management Support Specialist, you are often the first point of contact for clients, with the ability to address their inquiries, or refer more complex scenarios to other members of the department. You will also perform Wealth Management operational duties such as assisting with account transactions, security trade processing and reconciliations, and financial data gathering. You will have the opportunity to interact with beneficiaries, law firms and accounting firms in this diverse role. You are extremely attentive to detail and accuracy, because you know that your work directly affects client satisfaction. You are always friendly and patient, always providing the exceptional customer service for which we are known.

QUALIFICATIONS FOR THE WEALTH MANAGEMENT SUPPORT SPECIALIST

• Two years' experience in banking, legal services support, wealth management, or brokerage industry preferred;
• Computer proficiency with a demonstrated ability to learn new software required;
• Demonstrated excellent verbal and written communication skills required;
• Must have the ability to work independently and as part of a team;
• Associates degree in business, communications, paralegal studies or related field preferred.

OUR INVESTMENT IN YOU

BSNB offers a generous compensation and benefits package. This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a 401(k) plan with a company match and a pension plan, and tuition reimbursement.

We invest in you with a generous paid time off package along with 11 paid holidays. We believe providing a work-life balance is key to your success and investing in your professional development is an important aspect in your growth and satisfaction.

ABOUT BALLSTON SPA NATIONAL BANK

Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region. Thirteen full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority.

BSNB is an Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, or national origin. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans.

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