Pittsford, New York30+ days ago
Overview: The Wealth Management Assistant I provides essential support to Wealth Advisors and Trust Officers by facilitating new account onboarding, assisting with investment and account reviews, coordinating marketing initiatives, and delivering high-quality client service. In collaboration with management, the assistant will engage in ongoing training and skill-building in a chosen focus area—Wealth/Financial Advisory, Financial Planning, Trust Services, Operations/Support, or Investment/Trading—to support long-term career growth and advancement within the organization.