Administrative Assistant II - Wealth Management

First Interstate BancSystem • Kalispell, MT

121d

About The Position

This position is located at our Kalispell, MT branch. 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.
• Experience within Brokerage, Trust or Finance preferred.
• 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.

Nice To Haves

• Knowledge of additional applications preferred.
• 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.

Benefits

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Child Care Assistance Program for eligible dependent(s).
• Exercise reimbursement program for employees.

What This Job Offers

• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees