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
Attributes of a Strong Candidate:
  • 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.