Senior Wealth Specialist/Trust Assistant
Little Rockonsitesenior
Posted yesterday · via Workday
About this role
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary This position provides a high level of customer service to Institutional and Private Wealth clients on a confidential basis. Also, works directly with current and prospective clients, handles correspondence, and other records to ensure that actions taken on behalf of clients are documented. Provides detailed accounting and administrative duties to support Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management. Essential Duties and Responsibilities Responds to customer inquiries, either by phone or in the office, with a high level of customer service.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Little Rock. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included