Wealth Management Associate
VeraBank is a financial service company providing a services in banking technology.
I currently work with a wealth management group, providing administrative assistance for various kinds of trusts and investment accounts. I also assist the Sr. VP Investment Manager with the monthly reporting for the whole department. I work closely with our operations manager to learn our systems in more depth so I will be able to provide better support for the members in our department, as well as to better assist our clients and their needs. I previously worked in a retail store where I helped with management and supervising of the store's sales, inventory, customers, and employees. I enjoyed being able to work on the promotional sales side and traveling to different areas for trade shows and sales calls.
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