New job Private Wealth Assistant in Florida
Private Wealth Assistant
Company : Regions
Salary : Details not provided
Location : Florida
Full Description
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Assistant assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposit, credit, mortgage, investment, etc.) to a challenging and sensitive portfolio of affluent clients. The Private Wealth Assistant will be responsible for supporting a Private Wealth management team and rendering an extraordinary high level of services to private wealth management clients.
Primary Responsibilities
Supports sales efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
Collaborates with private wealth management and sales team to ensure client needs are fulfilled and promote business development opportunities
Facilitates day to day standard to complex transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
Responds to client requests for information and assists with a wide range of inquiries, within appropriate level of authority
Enters and maintains appropriate client records, loan document preparation and assistance
Researches and monitors accounts to identify and resolve operational issues
May guide and/or train less experienced Private Wealth Assistants
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements:
High School Diploma or equivalent
At least five (5) years private wealth administrative or related experience
Preferences:
Bachelor's degree in a business related field
Solid understanding of private wealth processes
Skills and Competencies:
Accurate in typing, spelling and grammar
Excellent organizational and customer service skills
Excellent written and oral communication skills
Good analytical and problem solving skills, including attention to detail
Proficient in applicable computer software systems to include word processing, databases and spreadsheets
Skilled in developing correspondence from notes or instructions
Position Type Full time
Location Details Orlando Main 111 N Orange Ave
Location: Orlando, Florida
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Assistant assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, deposit, credit, mortgage, investment, etc.) to a challenging and sensitive portfolio of affluent clients. The Private Wealth Assistant will be responsible for supporting a Private Wealth management team and rendering an extraordinary high level of services to private wealth management clients.
Primary Responsibilities
Supports sales efforts by scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials
Collaborates with private wealth management and sales team to ensure client needs are fulfilled and promote business development opportunities
Facilitates day to day standard to complex transactional needs of the client base, including processing deposits, payments, transfers or other routine transactions
Responds to client requests for information and assists with a wide range of inquiries, within appropriate level of authority
Enters and maintains appropriate client records, loan document preparation and assistance
Researches and monitors accounts to identify and resolve operational issues
May guide and/or train less experienced Private Wealth Assistants
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements:
High School Diploma or equivalent
At least five (5) years private wealth administrative or related experience
Preferences:
Bachelor's degree in a business related field
Solid understanding of private wealth processes
Skills and Competencies:
Accurate in typing, spelling and grammar
Excellent organizational and customer service skills
Excellent written and oral communication skills
Good analytical and problem solving skills, including attention to detail
Proficient in applicable computer software systems to include word processing, databases and spreadsheets
Skilled in developing correspondence from notes or instructions
Position Type Full time
Location Details Orlando Main 111 N Orange Ave
Location: Orlando, Florida
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans