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U.S. Securities and Exchange Commission

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San Francisco, California

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Needham Bank

Needham, Massachusetts

Northwest Financial Corporation

West Des Moines, Iowa

Martha's Vineyard Bank

West Tisbury, Massachusetts

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Coastal States Bank

Durham, North Carolina

Rondout Savings Bank

Kingston, New York

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Citi

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NatWest Group

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Regions Bank

Mobile, Alabama

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Wealth/Relationship Manager Assistant
?? Duties & Responsibilities Management of client and third party enquiries. Provide dedicated point of contact for the Relationship Managers on all client arrangements. Assist with client reporting, including quarterly valuations and ad hoc reporting requests. Client on boarding. Assist with coordination of client meetings, diary management and record keeping. Preparation for existing client and new prospect meetings. Document client interaction and maintain accurate records within internal systems. Ensure client KYC and compliance requirements are monitored and kept up-to-date. Manage tasks to completion including monitoring outstanding actions. Key Skills


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