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Wealth Management Support Specialist

Make a difference at BSNB!

Ballston Spa National Bank (BSNB) is looking to hire an enthusiastic Wealth Management Support Specialist to join our growing Wealth Management department. Do you enjoy interacting with clients and place a high value on organization and accuracy? Would you like to work with a dynamic, growing bank that values the contributions of its staff?

This position earns competitive pay. We also offer great benefits, including medical, dental, vision, a 401(k) plan with a company match, a pension plan, 11 paid holidays, paid time off (PTO), company-paid life insurance, voluntary insurances, and tuition reimbursement. If this sounds like the right opportunity for you to leverage your skills, join our close-knit team today!

ABOUT BALLSTON SPA NATIONAL BANK (BSNB)

Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region, including Saratoga County, Albany County, and the North Country. Thirteen full-service banking offices provide products and services geared towards meeting the needs of the markets we serve. Local decision-making, an extensive line of value-rich products, and friendly customer service have helped us to build a loyal customer base. As a community-minded financial institution, we make giving back and volunteer work a priority.

We also like to give back to our staff. We find ways throughout the year to thank them for their hard work. The success of each staff member, as well as the bank, is at the heart of how we work. Staff development is key to our success, and contributions by each individual are recognized and celebrated. Working with us is like working with family.

A DAY IN THE LIFE OF THE WEALTH MANAGEMENT SUPPORT SPECIALIST

As the Wealth Management Support Specialist, you are often the first point of contact for clients, with the ability to address their inquiries, or refer more complex scenarios to other members of the department. You will also perform Wealth Management operational duties such as assisting with account transactions, security trade processing and reconciliations, and financial data gathering. You will have the opportunity to interact with beneficiaries, law firms and accounting firms in this diverse role. You are extremely attentive to detail and accuracy, because you know that your work directly affects client satisfaction. You are always friendly and patient, always providing the exceptional customer service for which we are known.

QUALIFICATIONS FOR THE WEALTH MANAGEMENT SUPPORT SPECIALIST

  • Two years' experience in banking, legal services support, wealth management, or brokerage industry preferred;
  • Computer proficiency with a demonstrated ability to learn new software required;
  • Demonstrated excellent verbal and written communication skills required;
  • Must have the ability to work independently and as part of a team;
  • Associates degree in business, communications, paralegal studies or related field preferred.

BSNB is an Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, or national origin. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans.



For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://www.applicantpro.com/j/2362276-376909

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