Investment Associate

Company: M&T Bank ( Learn More )

General Information
4 Year Degree
At least 3 year(s)
Not Specified
Job Description Investment Associate Wealth Advisory Services Wilmington Trust Wilmington, DE At M&T and Wilmington Trust, a part of M&T Bank Corporation, we understand what’s important when considering a new position: a stable and forward-looking company with a commitment to hiring the most talented people, developing their skills, and keeping them.  A company that rewards performance and provides employees with opportunities to direct their own career paths.  A company invested in you. Basic Function: In association with Senior Officers, advises clients in all aspects of their financial situation and co-ordinates the delivery of services, including but not limited to:  investment management, trust, credit, planning, insurance, and banking services.  Has responsibility for advising, servicing, and retaining a limited number of assigned client relationships.  Career progression from this position would be to a Trust Expert or Investment Expert position within Private Client Advisory Services. Responsibilities: Daily Support: In conjunction with assigned team, prepare accurate and timely paperwork for daily transaction and maintenance requirements of client accounts. Verify daily activity journals for client accounts. Provide an appropriate level of daily phone coverage and monitor other means of client contact to ensure client service standards are being met. Meeting Preparation: Prepare materials for client meetings in an accurate, complete and professional manner. Special Projects and Relationship Management Support: Demonstrates the ability to interpret basic trust, planning, and investment disciplines in order to prepare client communication vehicles. With respect to fiduciary accounts, drafts/develops dispositive summaries of trust documents and discretionary payment memos for review by Fiduciary Advisors. Thoroughly and completely research items related to trusts and/or client accounts when requested. Address questions that arise from client’s other advisors such as attorneys, money managers, CPAs, and tax accountants in a timely and appropriate manner and by utilizing appropriate resources. Client Relationship Management: Cultivates and maintains relationship with a limited base of assigned clients, serving as a primary point of contact for all services for those particular clients.  In association with the Investment Advisor, monitors client's financial situations and proactively engages clients in considerations of changes or additions to their financial strategy. If applicable, works in conjunction with the assigned Investment Advisor to develop fiduciary or other wealth management strategies that meet client objectives and assists clients and their advisors in defining objectives as needed. Investment in Self: Obtain professional designations such as CFA, CFP, CIMA, CAIA.  Pursuit of degree programs, continuing education and training.  Basic Qualifications: Bachelor’s degree or in lieu of a degree, the equivalent training and/or work experience. Minimum three years of trust/financial planning or related experience with client contact. This position requires that the incumbent be highly skilled in Microsoft Office (Word, Excel, Outlook etc.) and able to rapidly learn new software applications. Additional Skills: Strong communication skills Good attention to detail and ability to multitask. Demonstrated understanding of stocks and bonds. About M&T At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T.  As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.  #LI-LP1

Job Posting:  Mar 20, 2017, 11:16:17 AM
Unposting Date:  Ongoing
Job Requirements