wealth management analyst
wealth management analyst.
newark , delaware
posted 2 days ago
job detailssummary
$30 - $34.27 per hour
temporary
bachelor degree
category business and financial operations occupations
referenceAB4651657
job detailsWealth Management AnalystThe 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 SUCCEEDMust-Have
Bachelor's Degree or equivalent experience
Interest in banking, finance, accounts, or relevant fields
salary: $30 - $34.27 per hourshift: Firstwork hours: 8 AM - 4 PMeducation: BachelorsResponsibilitiesWealth Management AnalystThe 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 SUCCEEDMust-Have
Bachelor's Degree or equivalent experience
Interest in banking, finance, accounts, or relevant fields
Skills
Asset Management
Qualifications
Years of experience: 0 years
Experience level: Experienced
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