Job Summary
A bank holding company needs applicants for an opening for a Remote Onboarding Excellence Center Advisor II in Richmond.
Core Responsibilities Include:
- Onboarding accounts from beginning to completion
- Serving as a centralized point of contact for the opening of Wealth Management accounts
- Understanding and being conversant with financial and estate planning strategies
Qualifications for this position include:
- College degree and 4+ years in a Fiduciary administration or related financial role
- Strong understanding of fiduciary principles,
- Demonstrated proficiency in basic computer applications
- Ability to work in fast-paced environment with high volume of work
- Excellent verbal and written communication skills
- Able to communicate complex information clearly to clients and internal partners
