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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client support and investment portfolio administration, with a strong focus on accuracy in transaction processing and compliance. Proficient in maintaining client records and delivering high-quality service in a wealth management environment.
Highest-signal resume keywords
Client SupportInvestment Portfolio AdministrationTransaction ProcessingRelationship ManagementCompliance Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Products KnowledgeDeposits ProcessingTransaction MonitoringClient Record MaintenanceReport Creation
Soft Skills
Problem-Solving SkillsInterpersonal SkillsCommunication SkillsCustomer Service SkillsProfessional Etiquette
Tools & Technologies
Trust SystemsInvestment SystemsClient Presentation Tools
Industry Keywords
Wealth ManagementFiduciary SupportFinancial PlanningBanking ProductsAffluent Clients
About the role
Key responsibilities & impact- Provide in-office client and advisor support for affluent investment clients and centers of influence
- Provide daily investment portfolio administration support for the Wealth Management regional office
- Provide administrative support to Investment Managers
- Coordinate with Advisors, Planners, and other Wealth team members to deliver high-quality client service
- Process deposits, distributions, payments, transfers, and other routine transactions
- Enter and maintain client records and documentation
- Monitor client transactions and data for accuracy and timeliness
- Use trust and investment systems to process transactions, monitor accounts, create reports, and prepare client presentations
- Respond to client requests for information and assistance within the appropriate level of authority
- Schedule appointments and conduct follow-up telephone calls
- Prepare and maintain client presentation and marketing materials
- Assist advisors with administrative functions
- Assist with special projects for Investment Managers
- Assist Investment Analyst with compliance exception items
Requirements
What you’ll need- Entry Level / 1 – 3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience
- Knowledge of deposits, loan, banking products, and operating systems unique to the line of business, including trusts and investments
- General knowledge of investment products (stocks, bonds)
- Strong problem-solving skills
- Excellent interpersonal and relationship management skills
- Excellent oral and written communication skills
- Exemplary customer service and professional etiquette skills
- English language fluency required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year of employment (prorated)
- 10 sick days during the first year of employment (prorated)
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)