First American Bank is a family owned, full-service bank with 53 locations in Illinois, Florida, and Wisconsin, and $4 billion in assets. Our mission is simple:  to offer competitive banking products with the personal attention and service customers deserve. First American Bank can offer employees a level of visibility and stability that is difficult to find in many larger corporations. We are looking for people who want a career - not just a job!

First American Bank is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, sex, ethnicity, color, national origin, religion, age, disability, sexual orientation, gender identity, genetic information, veteran status, pregnancy or any other protected groups covered by Federal, state, or local laws.  If you'd like more information about your EEO rights as an applicant under the law, please click here for the EEO is the Law Poster and here for the EEO is the Law Poster Supplement.


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Wealth Management Associate
Job Code:19-1546-WMG-EGV1650
Location:Elk Grove Village, IL - 1650 Louis Ave
Job Category:Wealth Management Group
Employment Type:Full Time
  
Job Description
This hourly (non-exempt) position is responsible for working with designated Private Client Advisors (PCA) and Senior Associates in handling a variety of functions necessary to service Private Client Group clients.

DUTIES & RESPONSIBILITIES:

Set up and monitor all critical dates and deadlines with respect to assigned accounts and initiate appropriate action.

Maintain electronic imaged files (Synergy).

Input-maintain CRM system.

Maintain forms, checklists, documents and maintain written procedures for all aspects of position.

Understand and prepare/obtain all documentation required for account maintenance, transaction processing, opening and closing. Open and close accounts according to established procedures.

Manage asset transfer process to and from other organizations.

Identify account exceptions and work with PCA to resolve them.

Communicate directly with clients and their advisors on basic transactional issues, both verbally and in written form.

Handle client requests according to established procedures - deposits, transfers, distributions, reporting, address changes on Wealth Management and Bank systems. Exercise judgment with respect to required documentation for specific transactions and evaluate First American Bank’s ability to act upon a request.

Work with bank partners to assure timely resolution of service or account related issues.

Prepare and/or coordinate all meeting material for assigned client meetings with PCA.

Monitor marketing materials to assure current versions are always available and handle incoming and outgoing mail distribution and overnight deliveries.

Handle all monthly newsletter and other special client mass mailings. Prepare all reports for Trust Committee or other internal meetings.

Coordinate LifeLock offering to clients.

Coordinate holiday baskets or gifts and cards for clients.

Coordinate birthday card mailing to clients and COIs.

Assist in assembling presentations (financial planning, prospect meetings, etc).

Coordinate in office lunches for client meetings.

Other projects and duties as assigned by PCA, Senior Associate or management.


QUALIFICATIONS:

Bachelor’s degree required; a focus in business or related field is preferred.


Minimum one year of financial services/banking industry experience preferred.


Must be detail oriented.

Must have strong organizational skills and the ability to meet deadlines.

Prior bank or investment firm support experience is a plus.

Excellent written and verbal communication skills are required.

Must be detail oriented and have strong organizational skills and the ability to meet deadlines.

Must have good working knowledge of Microsoft Office programs and ability to quickly adapt to other programs.


Must be proficient in mail merges and data extraction from various systems.

Occasional travel to various branch locations may be required.

Typical hours are Monday-Friday 8:00am-5:00pm. Occasionally, additional hours may be required as workload dictates.


First American Bank is an Equal Opportunity Employer (Minorities/Females/Disabled/Veterans).


First American Bank will not sponsor applicants for work visas.