Private Wealth Specialist I/II

Job Description

• Support Trustmark Bank’s Private Wealth department by maintaining data integrity across 250–400 assigned accounts, entering authorized transactions, and correcting account/client settings and coding on the SEI Wealth Platform (SWP).
• Assist Private Wealth Executives and Advisors with account openings/closures, transactions, client and prospect meetings, and compliance-approved client/prospect materials.
• Administer at least one chartered committee or working group, including data aggregation, periodic reporting packets, minutes, and formal records.
• Develop training materials and desk guides and build one area of subject-matter expertise for Level I or two or more areas for Level II within SEI PLATO/SWP; Level II may approve transactions up to $50,000 based on experience and officer status.
• Requires qualifying financial-services/administrative experience ranging from 2–8+ years depending on education and level, strong client communication and collaboration skills, SEI PLATO training, and the ability to lift at least 20 pounds.