F&M Trust · 1 day ago
Wealth Services Specialist
Chambersburg, PA
Full-time
Onsite
Entry Level
1+ years expF&M Trust is seeking a detail-oriented Wealth Services Specialist to join their Wealth Management team. In this role, you will support Wealth Advisors by delivering exceptional administrative and client service support, ensuring a seamless and professional experience for clients.
BankingFinancial Services
Responsibilities
Maintain accurate client records and support daily account administration
Assist with new and existing wealth management accounts, including IMAs, IRAs, and Trust/Guardianship accounts
Prepare and process disbursements, distributions, RMD notices, and essential client documentation
Monitor account cash flows and alert advisors of unusual activity or overdraft risks
Respond promptly to client and internal inquiries while upholding Reach for MORE service standards
Qualification
Required
High school diploma or equivalent (business curriculum preferred)
One year of investment and trust experience or equivalent combination of experience and technical education
Strong communication and customer service skills
Proficiency with personal computers and standard office equipment
Ability to organize work, manage priorities, and maintain accuracy
Benefits
Medical, Dental, and Vision Insurance
Paid Time Off and 11 Paid Bank Holidays
401(k) with up to a 6% Match
Paid Life Insurance, Short-term Disability, and Long-term Disability
And much more!
Company
F&M Trust
F&M Trust is a banking firm that offers financial and investment services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Chad Carroll
EVP, COO
Dr. Karen Carmack, SPHR, SHRM-SCP
Senior Vice President and Chief Human Resources Officer
Recent News
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