Ballston Spa National Bank · 10 hours ago
Wealth Management Support Specialist
Ballston Spa,NY,US
Full-time
Onsite
Entry Level
$20/hr - $28/hr
2+ years expBallston Spa National Bank is a community-minded financial institution established in 1838, looking to hire a Wealth Management Support Specialist to join their growing department. The role involves being the first point of contact for clients, assisting with account transactions, and ensuring exceptional customer service while maintaining attention to detail and accuracy.
BankingCommunitiesInsuranceVenture Capital
Responsibilities
Address client inquiries or refer complex scenarios to other members of the department
Perform Wealth Management operational duties such as assisting with account transactions, security trade processing and reconciliations, and financial data gathering
Interact with beneficiaries, law firms and accounting firms
Qualification
Required
Computer proficiency with a demonstrated ability to learn new software required
Demonstrated excellent verbal and written communication skills required
Must have the ability to work independently and as part of a team
Preferred
Two years' experience in banking, legal services support, wealth management, or brokerage industry preferred
Associates degree in business, communications, paralegal studies or related field preferred
Benefits
Medical
Dental
Vision
Company-paid life insurance
Voluntary insurances
401(k) plan with a company match
Pension plan
Tuition reimbursement
Generous paid time off package
11 paid holidays
Work-life balance
Professional development
Company
Ballston Spa National Bank
BSNB is proud to provide community banking to the individuals, families and businesses located in Saratoga County.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$7M2018-09-19Series Unknown· $7M
Leadership Team
Chris Dowd
CEO
James Dodd, CPA
Chief Financial Officer
Recent News
Company data provided by crunchbase