Wealth Management Analyst
Wealth Management Analyst
The colleague will support branch and department colleagues on all aspects of the Wealth Management business, supporting both operations and client support. The role will collaborate with Portfolio Management teams to support new or existing clients, accounts, and assets.In addition the role will serve as a liaison between bank and its custodians to support all aspects of brokerage and trust accounts.
WHAT DO YOU NEED TO SUCCEED
Must-Have*- Bachelor's Degree or equivalent experience
- Interest in banking, finance, accounts, or relevant fields
shift: First
work hours: 8 AM - 4 PM
education: Bachelors
Responsibilities
Wealth Management Analyst
The colleague will support branch and department colleagues on all aspects of the Wealth Management business, supporting both operations and client support. The role will collaborate with Portfolio Management teams to support new or existing clients, accounts, and assets.In addition the role will serve as a liaison between Bank and its custodians to support all aspects of brokerage and trust accounts.
WHAT DO YOU NEED TO SUCCEED
Must-Have*- Bachelor's Degree or equivalent experience
- Interest in banking, finance, accounts, or relevant fields
- Asset Management
- Years of experience: 0 years
- Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.