Administrative Assistant II - Wealth Management

First Interstate BancSystem•Kalispell, MT

12d•Onsite

About The Position

Provides support to the First Interstate Wealth Management team that includes Trust and Investment services. This individual will primarily assist Trust Specialists, Investment Specialists and Wealth Advisors in the performance of their duties and servicing of their clients. They will also provide support and backup to other members of the Wealth Management team, as assigned.

Requirements

High school diploma or general education degree (GED) and 2 or more years’ experience.
Ability to communicate effectively.
Ability to work well with co-workers.
Ability to properly prioritize workload and remain adaptable under pressure.
Computer skills essential. Computer experience with Internet, MS Word & MS Excel required.
Ability to pay attention to detail required, especially in time-sensitive and pressure situations.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
Will obtain appropriate licensing, if needed.

Nice To Haves

Experience within Brokerage, Trust or Finance preferred.
Knowledge of additional applications preferred.
Looking for a professional, self-driven/motivated, pleasant individual who is committed to ensuring clients always come first.
Securities Licensed Preferred.

Responsibilities

Supports the account administration process as directed by the Supervisor.
Contacts and schedules appointments, completing and finalizing call and file documentation and initiates follow-up contacts.
Working in a team focused environment and needs to be able to balance priorities for the benefits and progress of team objectives and be able to work and be flexible in a changing work environment.
Initiates contact with existing customers to schedule appointments and to gather information as needed.
Greets and assists customers in person and by telephone in a professional and responsive manner consistent with First Interstate’s Wealth Management standards and guidelines.
Processes daily business including, but not limited to, distributions, deposits and documentation.
Sets up new accounts, maintains and updates existing accounts.
Maintains and inputs data systems as required in a high quality and timely manner.
Works on continuing education and regulatory training.