Wealth and Trust Assistant jobs in United States
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Argent Financial Group, Inc. · 4 weeks ago

Wealth and Trust Assistant

positionAtlanta, GA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Argent Financial Group is seeking a Wealth and Trust Assistant to support the client relationship management team with various administrative and operational tasks. The role requires strong organizational skills and attention to detail while providing exceptional client service and maintaining confidentiality.

BankingConsultingFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities

Responsibilities

Maintains a very high level of confidentiality in all matters related to internal and external clients, prospects and centers of influence
Provide administrative and clerical support for Wealth Advisors, Trust Officer(s) and Portfolio Manager(s) including, but not limited to, trust transactions (disbursements, income, etc.), submitting investment trades, preparation of correspondence as requested, preparation of discretionary request documentation for Account Acceptance and Trust Committee, preparation and/or facilitation of maintenance for special assets
Corresponds with clients, centers of influence and prospects while maintaining a professional yet personable level of communication and interaction
Handles routine questions from clients
Coordinate with clients’ external professional advisors including CPAs and attorneys
Opening, closing and maintenance of accounts
Coordination of tax reporting
Monitoring of cash balances for overdrafts or large balances
Perform research, documentation and database input as requested
Preparation of client and marketing presentations
Process incoming and outgoing mail
Maintaining excellent and well-organized records and files
May attend meetings with advisors and relationship managers as necessary
Answer phones and greet visitors, clients, centers of influence and prospects

Qualification

Financial services experienceTrust administration experienceBachelor’s degreeClient service commitmentAnalytical skillsAttention to detailVerbal communicationWritten communicationData entryInterpersonal skillsOrganizational skillsTeamwork

Required

Bachelor's degree in business, accounting, or finance
Experience in financial services, investments, trust administration, tax or legal field
High degree of attention to detail
Commitment to exceptional client service
Excellent verbal and written communication skills
Strong numbers aptitude
Ability to manage multiple tasks
Strong analytical skills
Strong organizational and prioritization skills
Strong and effective interpersonal skills
Ability to perform data entry accurately and efficiently
Ability to work well as part of an office team

Company

Argent Financial Group, Inc.

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Argent Financial Group, Inc. is a wealth management firm headquartered in Louisiana.
dateFounded in 1990
location
Ruston, Louisiana, USA
people-size501-1000 employees
web-link
https://argentfinancial.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
2023-06-15Acquired

Leadership Team

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Kyle McDonald
Founder and CEO
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Recent News

PR Newswire
Argent Trust Company Names Tara Adams Louisville Market President
2025-12-02
PR Newswire
Argent Institutional Trust Company (AITC) Announces the Hiring of John C. Shiroda as Director and Relationship Manager
2025-12-01
PR Newswire
Argent Trust Appoints Kade McDonald as Vice President, Business Development in Shreveport
2025-12-01
Company data provided by crunchbase