Description
As a member of the Wealth Management and Advisory Services Investments (WMASI) team, participates in the management of client investment portfolios with the goal of exceeding client expectations. Analyzes investment securities or client investment portfolios, prepares reports, and assists the Portfolio Managers with the management of investment securities and investment portfolios. Participates in the development and retention of client relationships though the support of the WMAS Investments team and the investment process, providing customer service to clients when needed. This position involves constant contact and coordination with both the Client Portfolio Managers and Relationship Managers/Associates.
Essential Functions:
Monitors and updates securities on the WMAS system of record (SEI), including undefined securities, security subscriptions, and S&P universal changes.
May participate in SEI INC resolution meetings on behalf of the WMAS Investments team, submitting RITMs and INCs on the SEI platform, monitoring and tracking progress.
Monitors and maintains WMAS Investments SharePoint site, analyzing and recommending changes to improve efficiency and use of the site.
May serve as record keeper for TIC meetings.
Updates and maintains various databases used by the WMAS Investments team, including Excel worksheets, Morningstar, Bloomberg, Baker Hill, Smart Left, etc.
Generates reports and report packages for Client Portfolio Managers, meetings, and regulatory reporting purposes, including reports for Trust Investment Committee (TIC), WTB Holdings, FDIC/Internal Audit requests, etc.
Regular, reliable attendance is required.
Performs other duties as required or assigned.
Completes account maintenance, including account set-ups and closures.
Qualifications:
Bachelor's degree in finance, accounting, business, or related field.
Knowledge of state and federal regulations and WTB policies relating to wealth management.
Knowledge of fiduciary or investment procedures, documentation, and processing requirements.
Strong technical skills, with proven professional experience utilizing the Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) Internet, and PC-based business applications.
Experience with Power Automate, PowerBI, Power Query preferred but not required.
Strong analytical skills: ability to review and present complex data in an organized, logical format.
Strong organizational skills with the ability to work effectively in a small team environment with multiple tasks and deadlines occurring on a regular basis.
Strong attention to detail with high levels of accuracy as needed to deliver a quality product
Strong written and verbal communication skills, including the interpersonal ability to deal tactfully and effectively with diverse groups of people.
Exhibits proactive thinking and strong foresight, anticipating the evolving needs of the business.
Pay Range: $20.04 - $30.09 per hour
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, Washington. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is eligible to participate in an applicable annual bonus plan.
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an