Wealth Management Associate

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.