Wealth Investment Associate

Company: Seacoast National Bank
Location: Winter Park
Posted on: January 23, 2025

Job Description:

DescriptionJOB SUMMARY:The Wealth Investment Associate is responsible for supporting the Portfolio Management team by providing accurate and timely reporting, proposals, and scheduling.
Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:

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• Assist the Chief Investment Officer with organizing and updating investment related databases, spreadsheets, and analytical models.
  
• Prepare presentation materials for client review meetings, and investment proposals for prospect meetings for a team of Portfolio Managers.
  
• Assist with regulatory reporting for the Portfolio Management team.
  
• Assist with the coordination of investment related meeting materials for each local Wealth Management Team, which includes Wealth Advisors and Trust Officers.
  
• Assist Portfolio Managers with the information needed for effective oversight of model portfolios and relevant benchmarks.
  
• Ability to manage multiple tasks with a high degree of accuracy.
  
• Demonstrate a high level of emotional intelligence.
  
• Comfortable working with Senior and Executive Leadership.
  
• Driven to always learn and improve, highly self-motivated.
  
• Willingness to learn new responsibilities, expand understanding of data analysis, and performance and operating metrics.
  
• Lead other tasks and projects as needed for Seacoast Wealth Management.
  
• Adhere to Seacoast Bank's Code of Conduct.
  
  
  
  EDUCATION and/or EXPERIENCE:
  

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  • At least three years of relevant experience working with spreadsheets, data analytics, or financial software programs.
    
  • Associate's or Bachelor's degree preferred.
    
  • Demonstrate strong communication (written and verbal) and interpersonal skills, must be a team player.
    
  • Demonstrate strong problem-solving, analytical, and organizational skills.
    
  • Proficiency Excel and PowerPoint required.
    
  • Proficiency with any financial data provider software such as Factset Data, Bloomberg, or Morningstar preferred.
    
    
    
    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 DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Seacoast National Bank, Gainesville , Wealth Investment Associate, Other , Winter Park, Florida