Wealth Management Representative Jobs in Wisconsin

Description

COMPANY OVERVIEW: PremierBank is a true community bank with the goal of focusing always on our customer relationships and serving as a trusted financial resource for the communities that we serve.

We're proud to be recognized as a Top Workplace, a reflection of our commitment to both our customers and employees. Understanding that our employees are our most valuable resource, we are committed to providing career development opportunities, competitive compensation, and generous benefits to our entire workforce.

POSITION SUMMARY: We are seeking a highly professional, organized, and customer-focused Wealth Management Administrative Assistant to be the first point of contact for our department. In this role, you will manage phone systems, greet clients with professionalism and tact, and provide essential administrative support for our Trust and Brokerage areas. The ideal candidate will be a proactive individual with strong attention to detail, excellent organizational skills, and the ability to prioritize multiple tasks efficiently. This position requires sound judgment, discretion, professionalism in handling sensitive information, as well as the ability to meet deadlines while ensuring accurate recordkeeping, seamless daily operations, and exceptional client service.

The duties of this position include, but are not limited to:

1. Administrative Support & Office Management:

• Provide high-level administrative assistance to the Wealth Management team, including data entry, filing, scanning, and handling correspondence with precision.
• Oversee office organization, maintain comprehensive records, and ensure timely completion of all administrative tasks to support team efficiency.
• Assist in the preparation of detailed reports, spreadsheets, graphs, and other necessary documentation for Trust and Brokerage functions, ensuring accuracy and professionalism.

2. Client Service & Communication:

• Serve as the first point of contact for clients, managing phone systems and greeting visitors with professionalism, tact, and discretion, whether in person, via phone, or email.
• Communicate effectively with clients regarding account updates and service needs, ensuring a high standard of service and maintaining a welcoming demeanor in all interactions.
• Draft, proofread, and prepare business correspondence, memos, emails, and presentations with proper formatting, a high level of accuracy, and attention to detail, demonstrating strong business communication skills.

3. Account Management & Reporting:

• Assist Wealth Management Advisors and Brokers in managing client accounts by maintaining accurate records, processing transactions, and generating reports.
• Utilize financial and office software to track client information, create comprehensive reports, and support team operations.
• Prepare, proofread, and distribute customer statements and other departmental mailings, ensuring professional presentation and accuracy.

4. Event Coordination & Community Engagement:

• Coordinate and schedule client meetings, maintain team calendars, and prepare meeting materials, ensuring a seamless experience for both clients and internal teams.
• Assist in the planning and execution of internal and community promotions, events, and outreach activities, including client luncheons and networking events, supporting the Wealth Management team's growth and community presence.

5. Confidentiality & Compliance:

• Handle sensitive client and company information with the utmost confidentiality, ensuring strict adherence to industry regulations and company policies.
• Assist customers with secure access to their safe deposit boxes in accordance with established guidelines.

Requirements

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual circumstances may result in some deviation from these guidelines.

Education & Experience:

• Associate's degree in business, finance, or a related field preferred, with a minimum of 2+ years of experience in a professional setting, ideally within wealth management, finance, or banking, or 3+ years of administrative experience, particularly in financial services, banking, or wealth management, will also be considered with a commitment to furthering relevant education or professional development.
• Relevant certifications or coursework in business, finance, communication, or administration are a plus.

Professional Skills & Qualifications:

• Exceptional interpersonal, verbal, and written communication skills; ability to interact with high-net-worth clients and executives with confidence, discretion, and professionalism.
• Strong ability to manage multiple tasks efficiently, prioritize workload, anticipate needs, and solve problems independently.
• Works collaboratively with team members while also handling responsibilities independently.
• Must demonstrate discretion and maintain strict confidentiality; experience with compliance in financial services is preferred.
• Ability to follow detailed instructions-written, verbal, or diagram-based-and apply sound judgment in all tasks.

Technical Proficiency:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with CRM systems, banking software, and automated reporting tools is a plus.
• Adept at operating standard office equipment such as computers, calculators, telephones, copiers, and fax machines.
• Strong numerical aptitude, with the ability to perform basic calculations and interpret business and technical documents, including flow charts, budgets, and procedure manuals.

Customer Service & Organizational Skills:

• Exceptional customer service and interpersonal skills, with the ability to act with integrity, professionalism, and confidentiality in all interactions.
• Excellent time management and organizational skills, with the ability to assess urgent situations and prioritize tasks effectively.
• Self-motivated and able to perform duties independently with minimal supervision.

Additional Requirements:

• A valid driver's license and reliable transportation with appropriate insurance coverage may be required for work-related travel.
• A background or interest in investments, stocks, and bonds is preferred.

The incumbent must be able to perform this position safely, without endangering health or safety to himself or herself or others.

WHY JOIN US?

This is an excellent opportunity to be part of PremierBank, a community-focused financial institution that prides itself on building strong relationships and delivering exceptional service to our clients. As a member of our prestigious Wealth Management team, you will play a key role in upholding the values of professionalism, organization, and client-centric service.

At PremierBank, we believe in fostering a supportive and collaborative environment that encourages both personal and professional growth. We offer a competitive salary, comprehensive benefits package, and ample opportunities for development within the banking and wealth management sectors.

Additionally, the right candidate will have personal values that align with the core values we live by:

• Intentionally Customer Focused
• Collaborative
• Integrity, Professionalism, Respect in ALL we do
• Accountability
• Community Minded

Our benefits include medical, dental, and vision insurance, life and disability coverage, 401k with company contributions and matching, as well as generous paid time off.

As a trusted community bank, we are deeply committed to making a positive impact within the communities we serve. If you are a highly organized, personable professional with a passion for excellence and a desire to make a difference, we encourage you to apply and be a part of our growing team.

PremierBank is an affirmative action and equal opportunity employer and adheres to EEO Guidelines to offer employment without regard to race, color, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis. All qualified applicants will receive equal consideration for employment.