The Wealth Management Admin Assistant prepares reports, responds to correspondence, schedules meetings, and maintains compliance with banking procedures while providing excellent customer service.
*Sponsorship not available
JOB RESPONSIBILITIES
- Prepares reports and presentation materials
- Receives and responds to correspondence
- Receives and directs visitors
- Schedules meetings
- Performs other duties as assigned
- Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
- Deliver a consistent, high level of service within our Serving More standards
COMPETENCIES
- Interpersonal/Customer Service Skills
- Written and Verbal Communication
- Ability to understand and follow directions
- Adaptable to change
- Basic Computer Skills
- Ability to build collaborative relationships
- Ability to work as part of a team
- Organizational Skills/Detail Oriented
- Analytical Thinking
- Able to Multi-Task or Juggle Priorities
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
- High School diploma or equivalent required
- Minimum Years of Specialization Experience - 0-2 Years
ADDITIONAL INFORMATION
This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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