Wealth Management Investment Spec Assistant

U.S. Bancorp
Cincinnati
Workplace: OnsiteFull timeUSD 22.5 - 30Function: Administration & Executive AssistanceEducation: associatesSkills: ["Communication","Customer service","Problem-solving"]

Serve as the primary client contact for Wealth Management, supporting Portfolio Managers by handling day-to-day client calls, answering questions, and resolving issues within delegated authority. Monitor and execute account trades as authorized, identify potential problems and compliance concerns, and escalate exceptions to the Investment Specialist. Prepare client/prospect reports, proposals, and marketing materials while building expertise through regular client interaction and standard department procedures.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Wealth Management Investment Spec Assistant

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Serve as the primary client contact for Wealth Management, supporting Portfolio Managers by handling day-to-day client calls, answering questions, and resolving issues within delegated authority. Monitor and execute account trades as authorized, identify potential problems and compliance concerns, and escalate exceptions to the Investment Specialist. Prepare client/prospect reports, proposals, and marketing materials while building expertise through regular client interaction and standard department procedures.
Location: Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Handle day-to-day client calls, answer questions, and resolve client problems within delegated authority and/or standard guidelines.
  • •Escalate items beyond specified authority to the assigned Investment Specialist.
  • •Perform and monitor account trades within delegated authority.
  • •Prepare reports, proposals, and marketing materials for clients and prospects.
  • •Identify potential problems and compliance issues to help ensure portfolio quality and compliance.

Pay and Benefits

Salary: USD 22.5 - 30
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Typically an Associate's degree and/or five or more years of relevant experience.
  • •Advanced knowledge of departmental operations, policies, and bank products/services.
  • •Effective interpersonal, verbal, and written communication skills.
  • •Ability to identify and resolve exceptions and interpret data.
  • •Proficient computer navigation skills using a variety of software packages, including Microsoft Office.
Education:Associate's
Skills:CommunicationCustomer serviceProblem-solving
Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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