Wealth Associate

Community Financial Services Group, a VT-based trust and investment company that provides local personal service to our clients, is currently recruiting for a Wealth Associate to work in our Newport, VT office.

Duties will include:

• Process multiple contributions and distributions by inputting information into an operating system
• Daily settlement of transactions entered for the day
• Balance and prepare banking tickets and deliver to the bank daily
• Reconcile bank statements
• Answer the telephone
• Sort and deliver mail
• Manage inventory supplies
• Open and close accounts as assigned
• Maintain client information on an operating system
• Maintain an Excel client database 
• Other projects and duties as assigned

• Associate Degree or higher
• Proficiency using Microsoft Office including Word, Outlook, and Excel (skill assessment will be administered)
• Excellent math, verbal and written communication capabilities
• Professional with a strong work ethic and attendance record
• Ability to multi-task and prioritize responsibilities


We offer a competitive salary, generous benefits, and an excellent work environment with opportunities for career development. Please send a resume with cover letter to:  [email protected].

CFSG Trust is an equal opportunity employer.