Wealth Management Admin Assist

*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.