Wealth Management Associate
$22 - $26/hr
Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.
$22 - $26/hr
Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.
$22 - $26/hr
Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.
... client's marketing data strategy. This includes driving data governance and consistency across ... Data Governance and Management: Gain a comprehensive understanding of our data quality and flow ...
... client's marketing data strategy. This includes driving data governance and consistency across ... Data Governance and Management: Gain a comprehensive understanding of our data quality and flow ...
... client's marketing data strategy. This includes driving data governance and consistency across ... Data Governance and Management: Gain a comprehensive understanding of our data quality and flow ...
... client's marketing data strategy. This includes driving data governance and consistency across ... Data Governance and Management: Gain a comprehensive understanding of our data quality and flow ...
Morrisville, VT · On-site
$22 - $26/hr
Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.
Morrisville, VT · On-site
$22 - $26/hr
Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.
... client's marketing data strategy. This includes driving data governance and consistency across ... Data Governance and Management: Gain a comprehensive understanding of our data quality and flow ...
... client's marketing data strategy. This includes driving data governance and consistency across ... Data Governance and Management: Gain a comprehensive understanding of our data quality and flow ...
Morrisville, VT · On-site
$22 - $26/hr
Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.
Morrisville, VT · On-site
$22 - $26/hr
Summary The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service.
Colchester, VT · On-site
$85K - $181K/yr
Proactively manage client relationships to ensure satisfaction, retention, and strong ongoing ... Drive operational efficiency by streamlining processes, optimizing resource allocation, and ...
Colchester, VT · On-site
$85K - $181K/yr
Proactively manage client relationships to ensure satisfaction, retention, and strong ongoing ... Drive operational efficiency by streamlining processes, optimizing resource allocation, and ...
Burlington, VT · On-site
$26 - $28/hr
Responsibilities: · Perform conflict checks and support conflict clearance processes · Manage ... · Support the overall operations of the Finance Team by assisting with miscellaneous tasks ...
Quick apply
Burlington, VT · On-site
$26 - $28/hr
Responsibilities: · Perform conflict checks and support conflict clearance processes · Manage ... · Support the overall operations of the Finance Team by assisting with miscellaneous tasks ...
Morrisville, VT · On-site
$18/hr
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Morrisville, VT · On-site
$18/hr
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Quick apply
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Morrisville, VT · On-site
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Quick apply
Morrisville, VT · On-site
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Morrisville, VT · On-site
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Morrisville, VT · On-site
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Morrisville, VT · On-site
$20/hr
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Morrisville, VT · On-site
$20/hr
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Elizabethtown, NY · On-site
$14.10/hr
Receiving, understanding and proactively responding to direction from supervisors/managers and ... Client facing retail or service industry experience Essential Functions The requirements listed ...
New
Elizabethtown, NY · On-site
$14.10/hr
Receiving, understanding and proactively responding to direction from supervisors/managers and ... Client facing retail or service industry experience Essential Functions The requirements listed ...
New
Plattsburgh, NY · On-site
$17 - $19/hr
He/she helps to manage the client initial experience with the company and its employees. Other ... Our Tom Miller Rd is home to our Fixed Operations. Our Rt 87's Exit 38 location is home to our ...
Plattsburgh, NY · On-site
$17 - $19/hr
He/she helps to manage the client initial experience with the company and its employees. Other ... Our Tom Miller Rd is home to our Fixed Operations. Our Rt 87's Exit 38 location is home to our ...
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
$15.75 - $21.50/hr
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... the Operations Manager or other designated staff. * Learn, follow, and implement safety and ...
$15.75 - $21.50/hr
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... the Operations Manager or other designated staff. * Learn, follow, and implement safety and ...
Saint Albans, VT · On-site
$25/hr
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... the Operations Manager or other designated staff. * Learn, follow, and implement safety and ...
Saint Albans, VT · On-site
$25/hr
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... the Operations Manager or other designated staff. * Learn, follow, and implement safety and ...
Saint Albans, VT · On-site
$15.75 - $21.50/hr
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
Quick apply
Saint Albans, VT · On-site
$15.75 - $21.50/hr
Maintain passenger/client confidentiality at all times. * Provide assistance to passengers as ... Operations Manager or other designated staff. * Learn, follow and implement safety and industry ...
$45.9K - $54.5K
3% of jobs
$54.5K - $63K
0% of jobs
$63K - $71.5K
3% of jobs
$71.5K - $80.1K
2% of jobs
$80.1K - $88.6K
2% of jobs
$88.6K - $97.1K
3% of jobs
$97.1K - $105.7K
1% of jobs
$105.7K - $114.2K
1% of jobs
$114.2K - $122.8K
0% of jobs
$122.8K - $131.3K
1% of jobs
$132.1K is the 25th percentile. Wages below this are outliers.
$131.3K - $139.8K
83% of jobs
$45.9K
$127.6K
$139.8K
$22 - $26/hr
Other
Medical, Dental, Life, Retirement, PTO
Posted 21 days ago
Description
Union Bank has called Vermont home since 1891 - and we're proud of our local roots. We're a modern, community-focused bank where people come to grow their careers and make a difference. We offer strong benefits, support continuing education, and believe in promoting from within. Our CEO's journey from teller to the top is just one example. If you're looking for purpose, opportunity, and a team that cares, you'll find it here!
Summary
The Wealth Management Associate is responsible for providing comprehensive operational, administrative, and clerical support to Wealth Advisors in the delivery of high-quality client service. This position supports the efficient administration of wealth management activities by assisting with account documentation, client communications, transaction processing, and other day-to-day support functions. The role requires strong attention to detail, professionalism, discretion, and the ability to manage multiple priorities while contributing to a positive client experience and the overall effectiveness of the Wealth Management team.
Why work with us?
While working for a VT Based company that makes a difference in our VT and NH communities, you can enjoy the following perks:
Generous Paid Time Off
Health, Dental, and Life Insurance
Partially paid Short and Long-Term Disability
Company-matched 401K retirement account
Bankers' hours
Paid Federal Holidays
Requirements
1. Detail oriented with superior organizational skills, adaptable with the ability to multi-task.
2. Strong time management skills.
3. Mathematical aptitude.
4. Team player with the ability to collaborate with others
5. Wealth Management industry experience is a plus; will train the right candidate.
6. Responsible for keeping up to date with applicable banking regulations and bank procedures.