MidFirst Bank · 3 weeks ago
Wealth Management Assistant
Los Angeles, California, United States
Full-time
Onsite
Entry Level
$41K/yr - $62K/yr
3+ years expMidFirst Bank is seeking a Wealth Management Assistant to provide administrative and analytical support to Trust Administrators and Portfolio Managers. The role involves direct interaction with trust customers and requires assistance in various account-related activities, ensuring high-quality customer service and support.
BankingVenture Capital
Responsibilities
Assist trust administrators in completion of new account related activities, such as account openings, preparation of account documents, CIP compliance, and various other activities
Prepare and input customer distributions, wires, payments to third-parties, statements, joint interest billings, etc., into the trust accounting system for disbursement
Assist trust administrators in completion of activities related to closing accounts
Scan all past and future account documentation, such as disbursement requests, JIBs, internal and external correspondence, and other account-related information, into the content management software system
Review account trial balances, overdrafts, and activity log on client management portal
Generate a variety of reports such as trust and investment account statements, net income downloads, fee review sheets, performance reports, etc., for trust administrators and/or customers
Assist with the annual tax reporting process for trust and investment accounts
Track ongoing account tasks and provide reminders of outstanding items, due dates, approval requests, etc
Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents
Interact with and market to professional partners and centers of influence to aid in new business development and trust sales generation
Interact directly with trust customers and administrators to ensure customer needs and expectations are met by providing high-quality, tailored, customer service
Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs
Perform miscellaneous account, client service, and job related duties, as assigned
Qualification
Required
The qualified candidate will have at least 3 years administrative/office related experience and must enjoy working in a team-oriented environment
Candidates must be professional, have proficient PC skills, specifically in Microsoft products
Must be detail oriented and have the ability to multi-task
Looking for excellent communication, interpersonal and organizational skills
Preferred
Financial services industry, trust, or private banking experience is preferred
Benefits
Medical, dental, and vision coverage
Paid holidays
Vacation
Sick leave
401(K) plan
Company
MidFirst Bank
MidFirst Bank is a privately owned bank in the United States
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
G
Greg Schaefer
Chief Financial Officer
Recent News
2025-11-04
2025-10-25
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