Wealth Management Advisor Assistant

• At StonehamBank, we work as a team to achieve the fundamental principles of excellence, service, and trust. Our experience has led us to what we are today, a stable institution that has progressed into the future with its own identity. Banking Opportunities Wealth Management Advisor Assistant – Stoneham, MA Part-Time 20-25 per week (hours are flexible)

Position Summary:

Assists Financial Advisors with day-to-day administration of their Wealth Management Clients such as non-deposit investment products including mutual funds, stocks, bonds, and annuities to bank and non-bank customers.

Duties and Responsibilities:

• Interacts daily on the phone and in person with prospective and existing clients to manage basic inquiries.
• Processes and follows up on client documentation for proper maintenance of accounts.
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
• Assists Financial Advisors with marketing efforts.
• Receives and processes securities. Receives cross-training and assists with other operational functions as required.
• Ensures that their own work follows StonehamBank policies and procedures, including but not limited to Fair Lending, Know Your Customer, Bank Secrecy Act, and other applicable anti-money laundering policies.
• Participates in Community Events such as volunteering for local schools, neighborhood associations, government, and/or nonprofit organizations which is part of StonehamBank’s Values “SERVICE.”
• Performs additional duties as requested.

Skills and Specifications:

• Ability to analyze and research client account information.
• Operation of standard office equipment and required software applications to produce correspondence,
• Reports, electronic communication, spreadsheets, and databases.
• Uses appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels.
• Provides an elevated level of customer service.

Minimum Qualifications (Education, Experience, and Skills):

Bachelor’s degree or equivalent work experience required. Two to five years’ relevant experience required. Strong initiative that drives results and negotiation skills to initiate, develop and secure relationships with new and existing clients. FINRA Licensing preferred: Series 6 & 66

Job Specific Competencies:

Account Management, Accuracy/Mindfulness, Confidentiality, People Skills, Investment Banking Services and Sales Skills.

Physical Demands & Work Environment:

General Office Environment. Ability to access all areas of the Montvale Avenue Office, (main floor and second floor) and all branches. Ability to use equipment necessary to maintain the efficiency of the department, i.e., PC, Fax, photocopier, calculator, and telephone. Must have the ability to effectively communicate both verbally and in written form with management, staff, co-workers, and vendors. Regularly attend outside training and seminars. Constant use of computers requires good visual abilities.

We offer a competitive compensation package including the following:

Dental Insurance Vision Insurance 401K with matching contributions Performance Incentive Plan Free Parking Paid Vacation, Sick, Holiday Wellness Programs including flu clinic Voluntary programs including supplemental Short/Long Term Disability and Cancer benefits Employee Assistance Program (legal, financial, and personal counselling) On-site and online training classes Employee Referral Incentive StonehamBank is an equal opportunity employer and makes employment decisions without regard to race, color, religion, gender, sexual orientation, age, national origin, genetic information, gender identity, disability, marital status, status as a covered veteran, or any other protected status as defined by applicable state and federal laws. EOE / M/F/Disabled/Vet Member FDIC/Member DIF

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