Ballston Spa National Bank · 1 week ago
Wealth Management Support Specialist
Ballston Spa, NY
Full-time
Onsite
Entry Level
$20/hr - $28/hr
2+ years expBallston Spa National Bank is looking to hire an enthusiastic Wealth Management Support Specialist to join their growing Wealth Management department. The role involves being the first point of contact for clients, assisting with account transactions, and ensuring exceptional customer service while maintaining accuracy and attention to detail.
BankingCommunitiesInsuranceVenture Capital
Responsibilities
Address client inquiries or refer complex scenarios to other department members
Assist with account transactions, security trade processing, and reconciliations
Gather financial data
Interact with beneficiaries, law firms, and accounting firms
Qualification
Required
Computer proficiency with a demonstrated ability to learn new software
Demonstrated excellent verbal and written communication skills
Must have the ability to work independently and as part of a team
Preferred
Two years' experience in banking, legal services support, wealth management, or brokerage industry
Associates degree in business, communications, paralegal studies or related field
Benefits
Medical
Dental
Vision
Company-paid life insurance
Voluntary insurances
401(k) plan with a company match
Pension plan
Tuition reimbursement
Paid time off package
11 paid holidays
Company
Ballston Spa National Bank
BSNB is proud to provide community banking to the individuals, families and businesses located in Saratoga County.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$7M2018-09-19Series Unknown· $7M
Leadership Team
Chris Dowd
CEO
James Dodd, CPA
Chief Financial Officer
Recent News
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2026-01-09
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