Wealth Management Assistant
Commerce Bank

Job Info

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About Working at Commerce

Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.

Compensation Range
Hourly: $22.60 - $26.70 (Amount based on relevant experience, skills, and competencies.)

Since 1906, Commerce Trust, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client's unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance's Best Private Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets.

About This Job

The main purpose of this job is to provide general administrative support to one or more individuals at supervisory to middle level management. Provide sales support and operational support to the Wealth Management team.

Essential Functions

• Compose correspondence of a highly confidential and complex nature; use a high level of tact & integrity due to frequent senior level contacts; exercise considerable independent judgment
  
• Perform a wide range of advanced administrative support duties of highly responsible, complex, confidential nature; support individuals at a senior, executive level
  
• Provide sales support and operational support to the Wealth Management team
  
• Ensure financial transactions ( such as Retail Banking functions of cashing and depositing checks) are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
  
• Keep organized department records and ensure departmental efficiencies
  
• Compile complex information for inclusion in reports or presentation materials such as preparing charts, graphs, tables, etc.
  
• Create, maintain and edit documents, spreadsheets, files, and presentations
  
• Prepare routine correspondence and correspondence of a more confidential and complex nature
  
• Schedule appointments, screen phone calls, take messages and make travel arrangements
  
• Regular communication and interaction with customers and team members
  
• Manage and maintain accounts and internal databases containing confidential information and analyze complex information requests
  
• Coordinate activities and complete special projects
  
• Perform administrative duties, including; greeting guests entering the office, coordinating meetings and events, championing technology needs and repairs for conference rooms, handling daily mail and shipping needs, maintaining office and cafeteria supplies coordinating with facilities manager
  
• Perform other duties as assigned
  

Knowledge Skills & Abilities Required

• Strong knowledge of standard office management equipment, systems and procedures
  
• Strong informal leadership skills
  
• Exercise independent judgment and take action under minimal supervision
  
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
  
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  
• Intermediate level proficiency with Microsoft Word, Excel and Outlook
  

Education & Experience

• High School Diploma or equivalent combination of education and experience required, Associate's degree preferred
  
• 4+ years related experience in an office environment required
  
• 2+ years work experience in a financial institution highly preferred
  
• Financial Services background preferred
  

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Wealth Management Assistant job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $22.60 to $ 26.70 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.

Location: 4501 Tamiami Trail N, Suite 100, Naples, Florida 34103

Time Type:
Full time

This job has expired.