1 sales advisor jobs found in Holland, MI

Description Summary: The Wealth & Investment Account Administrator on the Institutional & Specialty Trust team is responsible for professional and proactive administration of trusts, agency and custody accounts in focused institutional and select industries. Responsibilities include account set-up, tracking of dates and deadlines, timely deposit, withdrawal and transfer of funds, and periodic customer communications.   Duties & Responsibilities: Responsible for the complete administration of assigned accounts  Assist the sales advisory team with the development of onboarding processes for new clients as well as strategic and actionable tactics to promote and ensure effective delivery of services Responsible for adherence to Personal Trust processes, procedures, polices to effectively mitigate risk  Works closely with support staff to ensure well-organized administration Must take initiative...