JOB SUMMARY:
The Wealth Management Assistant is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships. The Wealth Management Assistant works closely with all partners of the Wealth Management team, as well as other lines of business within the Bank such as commercial banking, retail banking, and residential lending. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Work closely with designated Wealth Advisor in the servicing of accounts, client and prospect meeting preparation, calendar coordination, and overall practice management.
- Responsible for performing general account maintenance and follow-up on pending issues.
- Communicate with clients via telephone, face-to-face and written correspondence, using the highest level of service and compliance standards.
- Provide marketing support in the form of prospecting, client reporting, and other sales efforts as required by the Wealth Management team.
- Data entry for the Wealth Management Asset Secured Line of Credit and coordination of banking needs for Wealth Management clients.
- Assist with CRM reporting, scheduling client and prospect meetings, and maintaining strong relationships with internal Bank partners.
- Responsible for team logistics and ensuring that requested tasks have been handled by team members.
- Understanding of governing instruments of clients to understand terms, responsibilities, and duties of the company.
- Ability to manage multiple tasks with a high degree of accuracy.
- Demonstrate a high level of emotional intelligence.
- Maintain continuing education requirements and stay current with industry and regulatory trends, as well as vendor products and procedures.
- Maintain client and prospect confidentiality at all times.
- Adhere to Seacoast Bank’s Code of Conduct.
EDUCATION and/or EXPERIENCE:
- High School Diploma or equivalent required.
- 2 years of experience in the financial services industry or bachelor’s degree preferably in Finance, business, or related field.
- Demonstrate excellent communication (written and verbal) and interpersonal skills.
- Able to work independently and exercise a high degree of initiative.
- PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- High School Diploma or equivalent
- 2 years of experience in the financial services industry or a Bachelor's degree (preferably in Finance, Business, or related field)
- Excellent written and verbal communication and interpersonal skills
- Ability to work independently and exercise a high degree of initiative
- PC proficiency with desktop, laptop, tablet, smartphone devices and Microsoft Office Suite
- Experience with CRM reporting and scheduling client/prospect meetings
- Ability to manage multiple tasks with a high degree of accuracy
- High level of emotional intelligence
- Maintain continuing education requirements and stay current with industry and regulatory trends
- Maintain client and prospect confidentiality and adhere to Seacoast Bank's Code of Conduct
Seacoast Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Seacoast Bank and has not been reviewed or approved by Seacoast Bank.
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Leave & Time Off Breadth — Paid holidays, vacation/PTO, and sick leave are part of the package, with bank holidays providing additional time off beyond standard PTO.
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Retirement Support — A 401(k) with company match and profit sharing are offered, alongside an active employee stock purchase plan that broadens long‑term wealth‑building options.
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Wellbeing & Lifestyle Benefits — Medical, dental, vision, wellness program, EAP, flexible spending accounts, tuition reimbursement, and banking‑service perks (e.g., free accounts and safe‑deposit box) round out total compensation beyond base pay.
Seacoast Bank Insights
What We Do
Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees. Seacoast provides integrated financial services including commercial and consumer banking, wealth management and mortgage services to customers at 85 full-service branches across Florida, and through advanced mobile and online banking solutions. Seacoast Bank is the wholly owned subsidiary bank of Seacoast Banking Corporation of Florida (NASDAQ: SBCF), one of the largest community banks headquartered in Florida and is Member FDIC/Equal Housing Lending. As of 2023, Seacoast Bank has just under 1,600 associates, $15 billion in assets and $12 billion in deposits. Our Vision: To be the trusted advisor of choice to the customers, businesses, and communities we serve. Our Four Promises: We believe that our greatest assets will always be our people — local bankers who are knowledgeable about the communities we serve and dedicated to an exceptional customer experience. For nearly a century, Seacoast Bank’s commitment to customers has remained the same and is summarized by its Four Promises. We promise to: 1. Get you comfortable with the right products and the right team to serve you 2. Make your day-to-day banking simple 3. Resolve out-of-the-ordinary items responsively 4. Invest in you and your community Please note: This page is intended to be an informational place for our customers and employees to connect and interact. To ensure that visiting our LinkedIn page is a great experience for everyone, we have a several guidelines that we ask you to follow. The Seacoast Bank Social Media Terms Of Use can be viewed at https://www.seacoastbank.com/agreements-and-disclosures/social-terms.
