Remote Onboarding Excellence Center Advisor II in Richmond

Location: Virginia

Compensation: To Be Discussed

Staff Reviewed: Thu, Sep 02, 2021

This job expires in: 13 days

Job Category: Program Management

Remote Level: 100% Remote

Weekly Hours: Full Time

Employment Status: Temporary

Employer Type: Employer

Education Level: Some College, Bachelors, Masters

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

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