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Wealth Management Operations Assistant

Ballston Spa National Bank
Ballston Spa, NY
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Ballston Spa National Bank (BSNB) is looking to hire an enthusiastic Wealth Management Operations Assistant to support our growing Wealth Management department and its clients. Do you enjoy interacting with clients and place a high value on organization and accuracy? Would you like to work with a dynamic, growing bank that values the contributions of its staff?

This position earns competitive pay. We also offer great benefits, including medical, dental, vision, a 401(k) plan with a company match, a pension plan, 10 paid holidays, paid time off (PTO), company-paid life insurance, voluntary insurances, and tuition reimbursement. If this sounds like the right opportunity for you to leverage your skills, join our close-knit team today!


Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region, including Saratoga County, Albany County, and the North Country. Thirteen full-service banking offices provide products and services geared towards meeting the needs of the markets we serve. Local decision-making, an extensive line of value-rich products, and friendly customer service have helped us to build a loyal customer base. As a community-minded financial institution, we make giving back and volunteer work a priority.

We also like to give back to our staff. We find ways throughout the year to thank them for their hard work. The success of each staff member, as well as the bank, is at the heart of how we work. Staff development is key to our success, and contributions by each individual are recognized and celebrated. Working with us is like working with family.


As the Wealth Management Operations Assistant, you will act in the capacity of receptionist for the department, answering phones and client inquiries, and identifying those that need additional support. In addition, you will be responsible for the development and maintenance of an electronic filing system, and converting account documents into an electronic fillable format. You will also perform Wealth Management operational duties such as assisting with account transactions, security trade processing and reconciliations, and financial data gathering. Administrative duties will include supporting your co-workers in the interactions with clients, beneficiaries, law firms and accounting firms. You are extremely attentive to detail and accuracy, because you know that your work directly affects client satisfaction. You are always friendly and patient, always providing the exceptional customer service for which we are known.


  • Computer proficiency including electronic filing and document conversion required;
  • Demonstrated excellent verbal and written communication skills required;
  • Must have the ability to work independently and as part of a team;
  • Two years' experience in banking, legal services support, wealth management, or brokerage industry preferred;
  • Associates degree in business, communications, paralegal studies or related field preferred.

BSNB is an Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, or national origin. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans.

Job Posted by ApplicantPro

Ballston Spa National Bank


Ballston Spa, NY
12020 USA



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