Wealth Advisory Support Associate

Position Summary

• Take part in formulating the appropriate actions necessary to aid clients and enhance their relationship with Busey.
• Assist advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.
• This role interacts with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
• Support the successful execution of our Proactive Client Engagement Model by supporting the client onboarding/offboarding, preparing materials for client meetings with attention to detail and accuracy, coordinate any additional items needed for these events.
• Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as policy and procedure guidelines.
• Support the overall team by aiding in formulating solutions to compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering required information from clients, and demonstrate competencies regarding regulations and procedures.
• Participate in risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.

Knowledge of:

• Strong oral and written communication skills with moderate to high level of customer contact via client meetings, phone, and correspondence
• Strong organizational skills

Ability to:

• Multi-task and work independently
• Perform duties under frequent time pressures

Education and Training:

• Bachelor's degree in Business or Finance or two or more years related experience in the financial services industry with high net-worth preferred.

• Requires successful completion of the Wealth Management Specialist certification or Certified Wealth Strategist designation within 1 year of hire. Additional certifications such as a CFP, CFA, CTFA, or CPA are recommended to be started by the end of first year of service.
• Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)
• Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office and Outlook.

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.