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HomeCompaniesRecruiting Ultipro Com Ind1005 721d9e69 83bf D2ce 6dbe 8c5dec06917cWealth Management Sales Assistant

Wealth Management Sales Assistant

Recruiting Ultipro Com Ind1005 721d9e69 83bf D2ce 6dbe 8c5dec06917c · Clinton Township, Clinton Township, MI, United States · Active · UKG Pro Recruiting / Ultimate

Job facts

FieldValue
CompanyRecruiting Ultipro Com Ind1005 721d9e69 83bf D2ce 6dbe 8c5dec06917c
TitleWealth Management Sales Assistant
Normalized title-
Department / teamWealth Management
LocationClinton Township, MI, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerUKG Pro Recruiting / Ultimate
Posted / first seen2026-06-03 / 2026-06-04
Changed / last seen2026-06-04 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Recruiting Ultipro Com Ind1005 721d9e69 83bf D2ce 6dbe 8c5dec06917c.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through UKG Pro Recruiting / Ultimate.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Clinton Township.Open
Department jobsActive postings in Wealth Management.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyRecruiting Ultipro Com Ind1005 721d9e69 83bf D2ce 6dbe 8c5dec06917c
Sourcefa72191d-bee3-4d3c-89a4-969590738c8b
ATS providerUKG Pro Recruiting / Ultimate

Description

Join the Independent Bank team as a Wealth Management Sales Assistant to support our Wealth Advisors and deliver an exceptional client experience. In this role, you’ll be a primary point of contact for clients, handling account servicing, documentation, meeting coordination, and daily inquiries with accuracy and professionalism. You’ll help onboard new relationships, process account maintenance requests, prepare meeting materials, and support follow-up activities while helping ensure compliance with policies and regulations. Ideal candidates are highly organized, detail-oriented, and client-focused, with strong communication skills and the ability to manage multiple priorities in a fast-paced, team-oriented environment.

Full job record

Job IDb360f7bebd7187d056e1ce8c3b97c7d2a10935a7
Org ID0869d75f-4c6c-4ceb-9a39-c744322cbf57
Source IDfa72191d-bee3-4d3c-89a4-969590738c8b
Board IDfa72191d-bee3-4d3c-89a4-969590738c8b
Providerukg
Provider Job Keyef4f32bd-b0df-4ef0-ae3c-ea25f754fe07
TitleWealth Management Sales Assistant
Normalized Title
Statusactive
Activeyes
Location TextClinton Township, Clinton Township, MI, United States
DepartmentWealth Management
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionMI
CityClinton Township
Salary RawJoin the Independent Bank team as a Wealth Management Sales Assistant to support our Wealth Advisors and deliver an exceptional client experience. In this role, you’ll be a primary point of contact for clients, handling account servicing, documentation, meeting coordination, and daily inquiries with accuracy and professionalism. You’ll help onboard new relationships, process account maintenance requests, prepare meeting materials, and support follow-up activities while helping ensure compliance with policies and regulations. Ideal candidates are highly organized, detail-oriented, and client-focused, with strong communication skills and the ability to manage multiple priorities in a fast-paced, team-oriented environment.
Salary Min
Salary Max
Salary Currency
Salary Periodday
Source URLhttps://recruiting.ultipro.com/ind1005/JobBoard/721d9e69-83bf-d2ce-6dbe-8c5dec06917c/OpportunityDetail?opportunityId=ef4f32bd-b0df-4ef0-ae3c-ea25f754fe07
Apply URLhttps://recruiting.ultipro.com/ind1005/JobBoard/721d9e69-83bf-d2ce-6dbe-8c5dec06917c/OpportunityDetail?opportunityId=ef4f32bd-b0df-4ef0-ae3c-ea25f754fe07
First Seen At2026-06-04 12:36:47Z
Last Seen At2026-06-06 10:22:36Z
Last Checked At2026-06-06 10:22:36Z
Last Changed At2026-06-04 12:36:47Z
Inactive At
Source Posted At2026-06-03 19:29:43Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=ukg/board=recruiting.ultipro.com|ind1005|721d9e69-83bf-d2ce-6dbe-8c5dec06917c/date=2026-06-06/2026-06-06T10-22-34-441Z-8a8f9d968aba28e69b9bdf5a20f22b242681619d1def5915fcd84821e27f2baf.json
Event Fields
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  "source_hash": "716dc617fcde683899d133508ca1b4ebd313e38f7c9bc1e9d594069bcc5796d3",
  "last_changed_at": "2026-06-04T12:36:47.000Z",
  "active_status": "active"
}
Parsed Structured
{
  "language": "en",
  "location": {
    "raw": "Clinton Township, Clinton Township, MI, United States",
    "city": "Clinton Township",
    "region": "MI",
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T10:22:36.056Z",
  "launch_scope": {
    "reason": "english_us_canada",
    "included": true,
    "language": "en",
    "location": {
      "raw": "Clinton Township, Clinton Township, MI, United States",
      "city": "Clinton Township",
      "region": "MI",
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": "day",
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
{
  "Id": "ef4f32bd-b0df-4ef0-ae3c-ea25f754fe07",
  "Title": "Wealth Management Sales Assistant",
  "Distance": null,
  "Featured": false,
  "FullTime": true,
  "Locations": [
    {
      "Id": "0056ae7f-68f5-53b1-b9ac-2beb5231b6df",
      "Address": {
        "City": "Clinton Township",
        "Line1": "21250 Hall Rd",
        "Line2": "Suite 200",
        "State": {
          "Code": "MI",
          "Name": "Michigan"
        },
        "Country": {
          "Code": "USA",
          "Name": "United States"
        },
        "PostalCode": "48038"
      },
      "Coordinates": {
        "Latitude": -82.905358962205,
        "Longitude": 42.627929007927
      },
      "DisplayName": false,
      "LocalizedName": null,
      "SourceOfTruth": 1,
      "DisplayAddress": true,
      "DisplayLocationId": false,
      "DisplayDescription": false,
      "LocalizedLocationId": null,
      "DisplayStreetAddress": false,
      "LocalizedDescription": "Clinton Township"
    }
  ],
  "MatchScore": 1,
  "PostedDate": "2026-06-03T19:29:43.637Z",
  "JobCategoryName": "Wealth Management",
  "JobLocationType": 0,
  "OpportunityType": 0,
  "BriefDescription": "Join the Independent Bank team as a Wealth Management Sales Assistant to support our Wealth Advisors and deliver an exceptional client experience. In this role, you’ll be a primary point of contact for clients, handling account servicing, documentation, meeting coordination, and daily inquiries with accuracy and professionalism. You’ll help onboard new relationships, process account maintenance requests, prepare meeting materials, and support follow-up activities while helping ensure compliance with policies and regulations.\n\nIdeal candidates are highly organized, detail-oriented, and client-focused, with strong communication skills and the ability to manage multiple priorities in a fast-paced, team-oriented environment.",
  "MatchedLocations": [],
  "RequisitionNumber": "WEALT004042"
}
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GET https://api.bluedoor.sh/job-postings/v1/jobs/b360f7bebd7187d056e1ce8c3b97c7d2a10935a7?include=descriptionJSON
GET https://api.bluedoor.sh/job-postings/v1/orgs/0869d75f-4c6c-4ceb-9a39-c744322cbf57JSON
GET https://api.bluedoor.sh/job-postings/v1/sources/fa72191d-bee3-4d3c-89a4-969590738c8bJSON
GET https://api.bluedoor.sh/job-postings/v1/jobs/b360f7bebd7187d056e1ce8c3b97c7d2a10935a7/eventsJSON