Wealth Management Investment Spec Assistant
$46,800–$62,400 year
On-siteCincinnati, Ohio, United States
Cincinnati, Ohio, United StatesOn-siteFull Time$46,800–$62,400 yearEnterprise
Full TimeEnterprise
Job Summary
Handle day-to-day client calls, answer questions, and resolve client problems for Wealth Management Portfolio Managers within delegated authority. Perform and monitor account trades, prepare reports and proposals, and proactively identify compliance issues to ensure portfolio quality. Escalate items beyond specified authority to assigned Investment Specialists. Execute standard departmental procedures through frequent client contact while maintaining working knowledge of assigned areas and accounts.
Required Qualifications
- Associate's degree
- five or more years of relevant experience
Desired Qualifications
- Advanced knowledge of departmental operations/policies and bank products/services
- Effective interpersonal, verbal and written communication skills
- Excellent customer service skills
- Ability to identify and resolve exceptions and to interpret data
- Ability to resolve complex problems with minimal guidance
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Experience with department-specific systems
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