Simmons Bank

Senior Wealth Specialist

Simmons Bank(2 months ago)

Oklahoma City, OKOnsiteFull TimeMedior$97,947 - $130,880 (estimated)Wealth Management
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About this role

A Trust/Wealth Assistant provides confidential client-facing support to Institutional and Private Wealth teams, supporting wealth management, retirement plan services, corporate trust, and portfolio management. The role focuses on delivering high-quality client service and administrative support within a banking operations environment.

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Required Skills

  • Customer Service
  • Account Maintenance
  • Correspondence
  • Recordkeeping
  • Reporting
  • Compliance
  • MS Office
  • Communication
  • Accounting

Qualifications

  • HS Diploma/GED
Simmons Bank

About Simmons Bank

simmonsbank.com

For more than 100 years, Simmons Bank has worked hard to help make our customers’ dreams come true - like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.

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