Assist Busey Wealth Management in meeting the goals and objectives of the organization utilizing the Wealth Advisory program.
Prepare letters, forms, and reviews to assist with servicing existing clients and prospecting for new clients.
Respond to client correspondence and interact daily on the phone or in person with prospective and existing clients.
Handle financial operational issues that might occur with statements and transactions.
Process incoming correspondence, checks, mail, and email.
Review daily reports from Raymond James Financial Services and take necessary actions.
Forward all account information to home office for approval and scanning.
Prepare advisor with necessary paperwork prior to client appointments.
Maintain Client Relationship Management (CRM).
Assist with regional activities when requested.
Education and Training
Requires Bachelor's degree or have related experience in this field.
Obtaining of Series 7 & 66 license preferred within 6 months of hire.
Computer skills adequate for working with investment software.
Must be in good standing with Regulatory and Firm Element continuing education.
Requires knowledge of Microsoft Office.
Strong oral and written communication skills
Strong organizational skills
Strong analytical skills
Multi-task and work independently
Solve problems independently while applying logic and discretion
Perform duties and make decisions under frequent time pressures
EOE of Minorities/Females/Vets/Disabilities
Internal Number: CLIEN02390
As of June 30, 2019, First Busey Corporation (Nasdaq: BUSE) was a $9.61 billion financial holding company headquartered in Champaign, Illinois.
Busey Bank, a wholly-owned bank subsidiary with total assets of $7.66 billion as of June 30, 2019, is headquartered in Champaign, Illinois and has 44 banking centers serving Illinois, 13 banking centers in the St. Louis, Missouri metropolitan area, five banking centers serving southwest Florida and a banking center in Indianapolis, Indiana. Through the Busey Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of June 30, 2019, assets under care were approximately $7.47 billion. Busey Bank owns a retail payment processing subsidiary, FirsTech, Inc., which processes approximately 28 million transactions per year using online bill payment, lockbox processing and walk-in payments at its 4,000 agent locations in 43 states. More information about FirsTech, Inc. can be found at firstechpayments.com.
Busey Bank was named among Forbes' 2019 Best-In-State Banks—one of five in Illinois and 173 from across the country, equivalent to 2.8% of all banks. ...Best-In-State Banks are awarded for exceptional customer experiences as determined by a survey sample of 25,000+ banking customers who rated banks on trust, terms and conditions, branch services, digital services and financial advice.
TheBANK of Edwardsville, a wholly-owned bank subsidiary of the Company with total assets of $1.95 billion as of June 30, 2019, is headquartered in Edwardsville, Illinois and has 19 banking centers. Through TheBANK of Edwardsville Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of June 30, 2019, assets under care were approximately $1.50 billion.
For more information about us, visit busey.com and 4thebank.com.