Tompkins Financial

2 months ago

Wealth Management Assistant Lead

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Lead and coach Wealth Management Assistants I & II while overseeing administrative processes across all regions. Ensure accurate, consistent operations for account onboarding, servicing, documentation, and client support. Serve as the primary escalation point for complex operational and client issues, partnering with Operations and Compliance to strengthen controls, quality assurance, and workflow improvements. Manage staffing logistics and drive continuous process and technology improvement projects to support scalability.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Provide daily supervision, coaching, and performance management oversight for Wealth Management Assistants I & II.
•Establish goals, deliver feedback, and support ongoing skills development to maintain a high-performing administrative team.
•Oversee and perform core administrative functions to ensure accuracy, timeliness, and consistency across regions.
•Ensure administrative procedures are current and compliant, with internal controls and quality assurance checks to mitigate operational risk.
•Act as the primary escalation point for complex operational or client issues while partnering with Operations, Compliance, leadership, and external vendors to optimize workflows and resolve exceptions.

Pay and Benefits

Salary: USD 27.5 - 32 hourly

Perks:Health InsuranceDentalVision401kProfit SharingPaid LeaveFree ParkingPaid Holidays

Key Requirements

•An associate’s degree in a related field is required; a bachelor’s degree in business, finance, or related discipline is preferred.
•Minimum 3–5 years of experience as a Wealth Management Assistant and/or Trust Associate supporting wealth, trust, and investment operations.
•2–3 years of supervisory or lead experience is preferred, including coaching, performance management, workload prioritization, and staff oversight.
•Must be available to work between Corporate Headquarters and the City Center branch 2–3 days per week.
•Strong aptitude for systems and software applications, with working knowledge of trust, investment, and financial-planning concepts.

Experience:3-5 yearsWealth managementTrustFinancial services

Education:Associate's

Skills:CommunicationLeadershipCoachingProblem-solvingRisk management

Languages:English

Tech Stack:Microsoft OfficeCRMWorkflow software

Company Brief

Tompkins Financial

Financial services holding company offering commercial and retail banking, wealth management, insurance, and employee benefits solutions through its subsidiary brands. Primarily serves individuals, businesses, and institutions across upstate New York and neighboring markets.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 250M to 500M

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Ithaca, United States

Founded: 1836

Website LinkedIn

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Tompkins Financial

2 months ago

Wealth Management Assistant Lead

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Provide daily supervision, coaching, and performance management oversight for Wealth Management Assistants I & II.
•Establish goals, deliver feedback, and support ongoing skills development to maintain a high-performing administrative team.
•Oversee and perform core administrative functions to ensure accuracy, timeliness, and consistency across regions.
•Ensure administrative procedures are current and compliant, with internal controls and quality assurance checks to mitigate operational risk.
•Act as the primary escalation point for complex operational or client issues while partnering with Operations, Compliance, leadership, and external vendors to optimize workflows and resolve exceptions.

Pay and Benefits

Salary: USD 27.5 - 32 hourly

Perks:Health InsuranceDentalVision401kProfit SharingPaid LeaveFree ParkingPaid Holidays

Key Requirements

•An associate’s degree in a related field is required; a bachelor’s degree in business, finance, or related discipline is preferred.
•Minimum 3–5 years of experience as a Wealth Management Assistant and/or Trust Associate supporting wealth, trust, and investment operations.
•2–3 years of supervisory or lead experience is preferred, including coaching, performance management, workload prioritization, and staff oversight.
•Must be available to work between Corporate Headquarters and the City Center branch 2–3 days per week.
•Strong aptitude for systems and software applications, with working knowledge of trust, investment, and financial-planning concepts.

Experience:3-5 yearsWealth managementTrustFinancial services

Education:Associate's

Skills:CommunicationLeadershipCoachingProblem-solvingRisk management

Languages:English

Tech Stack:Microsoft OfficeCRMWorkflow software

Company Brief

Tompkins Financial

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 250M to 500M

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Ithaca, United States

Founded: 1836

Website LinkedIn