* Field phone calls from clients. * Arrange client meetings, compile and complete presentations, onboard new clients by arranging client meetings, and annual reviews. * Assist with account opening and closing procedures. * Collect tax information for clients' annual returns. * Monitor daily financial reports and cash positions in clients' portfolios to verify account is not overdrawn and cash balance is adequate to support ongoing cash needs. * Maintain integrity of client files; verify that proper documentation is appropriately filed in accordance with policy and procedures. * Review and distribute daily and monthly reports to team members, including fee reviews. * Provide support for client communications including birthday, holiday, and special event notifications. * Assist with the completion and coordination of bill payment activity. * May assist with Investment Services administrative duties.
* Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred. * Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA. * Attend appropriate training and informational programs to enhance understanding of the industry as part of the on-going job responsibilities. * Requires knowledge of Microsoft Office.
Knowledge of: * Strong oral and written communication skills * Strong organizational skills
Ability to: * Multi-task and work independently * Perform duties under frequent time pressures
EOE of Minorities/Females/Vets/Disability
Internal Number: WEALT01256
As of March 31, 2019, First Busey Corporation (Nasdaq: BUSE) was a $9.54 billion financial holding company headquartered in Champaign, Illinois.
Busey Bank, a wholly-owned bank subsidiary with total assets of $7.73 billion as of March 31, 2019, is headquartered in Champaign, Illinois and has forty-four banking centers serving Illinois, thirteen banking centers in the St. Louis, Missouri metropolitan area, five banking centers serving southwest Florida and a banking center in Indianapolis, Indiana. Through the Busey Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of March 31, 2019, assets under care were approximately $7.30 billion. Busey Bank owns a retail payment processing subsidiary, FirsTech, Inc., which processes approximately 28 million transactions per year using online bill payment, lockbox processing and walk-in payments at its 4,000 agent locations in 43 states. More information about FirsTech, Inc. can be found at firstechpayments.com.
Busey Bank was named among Forbes' 2018 Best-In-State Banks-one of five in Illinois and 124 from across the country, equivalent t...o 2.2% of all banks. Best-In-State Banks are awarded for exceptional customer experiences as determined by a survey sample of 25,000+ banking customers who rated banks on trust, terms and conditions, branch services, digital services and financial advice.
TheBANK of Edwardsville, a wholly-owned bank subsidiary of the Company with total assets of $1.81 billion as of March 31, 2019, is headquartered in Edwardsville, Illinois and has nineteen banking centers and one loan production office in the greater St. Louis, MO-IL MSA. Through TheBANK of Edwardsville Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of March 31, 2019, assets under care were approximately $1.59 billion.
For more information about us, visit busey.com and 4thebank.com.