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Support Specialist - Wealth Management
WHAT YOU'LL DODuties & ResponsibilitiesLevel I:Complete account opening/closing procedures.Assist Wealth Advisory Personnel in the client onboarding process.Ensure client access to online wealth management programs; providing on-going service support to the client.Review and send client documents & notifications on accountsPerform ongoing account maintenance & updates.Assist Compliance department with meeting necessary standards.Review and maintain liability insurance for real estate held in trust accounts.Maintain assets in safekeeping vault & integrity of client vault files.Assist with frontline training for Wealth Advisory a


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