Administrative Assistant II - Wealth Management

First Interstate BancSystem • Bozeman, MT

9d • 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. Affiliation with our broker dealer required and gained through successful background check and fingerprinting.

Requirements

• Excellent interpersonal skills and ability to interface in person and via telephone.
• Ability to work independently and to prioritize projects and responsibilities.
• Ability to be flexible as priorities change and needs arise.
• Strong organizational skills and attention to detail.
• Ability to communicate effectively.
• Ability to partner and collaborate with others.
• Ability to properly prioritize workload and remain adaptable in time-sensitive and pressure situations.
• Advanced computer skills, including Microsoft PowerPoint, Microsoft Word, Microsoft Extel, and the Internet.
• Self-driven and motivated individual who is committed to First Interstate Bank's values.
• High School Diploma or General Education Degree (GED) required
• 4-6 years of administrative support experience 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

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees