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Wealth Services Associate

Company: Country Financial
Location: Bloomington
Posted on: May 3, 2021

Job Description:

As a Wealth Services Associate at COUNTRY Financial, you will be responsible for supporting our Wealth Services and Wealth Management team members who interact with our field representatives and clients. This position performs regulatory and administrative functions critical to the client experience, works with our field representatives in response to Wealth Services questions regarding client accounts, helps our Trust Services team process documents, checks, and tax return information, along with other items as needed.

While we are currently limiting the number of employees in our office due to the coronavirus (COVID-19) pandemic, the responsibilities of this role require working immediately from the assigned office location.

How does a Wealth Services Associate make an impact?

  • Performs support functions necessary for ongoing wealth services relationships, including client correspondence, record organization and retention, etc.
  • Assists with the preparation, organization, and documentation of client reviews as needed.
  • Supports team members in new business development and promoting wealth management services to COUNTRY Financial representatives, clients, and prospects, primarily in executing the relationship management functions, such as scheduling, preparation, follow up functions, and documentation of meetings.

Do you have what we're looking for?

  • Demonstrates excellent work prioritization and reasoning skills.
  • Works well independently and builds trust and rapport in a team based environment.
  • Preferably an education equivalent to an associate's degree in business, insurance, finance, accounting, or related field, or at least 2 years of related work experience with High School diploma or GED.

Why work with us?

Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.

You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match, parental leave, paid time off, paid company holidays and time off to volunteer in your community. Please click here to learn more about who we are and the many benefits we offer our employees.

COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.

Come join our team at COUNTRY today!

COUNTRY Financial does not generally sponsor individuals for employment-based visas for this position.

Keywords: Country Financial, Bloomington , Wealth Services Associate, Other , Bloomington, Illinois

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