Investment Administrative Assistant

CITIZENS NATIONAL BANK•Van Wert, OH

9d•Onsite

About The Position

Citizens National Bank has an excellent opportunity available in our Van Wert market for a Full-Time Investment Administrative Assistant. In this role you will be responsible for the day-to-day operation duties of the firm. The Investment Administrative Assistant helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.

Requirements

High school diploma or GED
2 Years of working with the public and proficiency in providing extraordinary client service.
Must have experience working with computers and be familiar with basic types of software such as Word, Excel and Outlook.
Must have stellar written and verbal communication skills.
High level of professionalism
Strong organizational skills
Attention to detail
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Must have the ability to manage multiple priorities and meet deadlines.

Nice To Haves

Investment knowledge and experience preferred

Responsibilities

Greets clients and prospective clients in a professional, friendly and sincere manner making them feel comfortable when they visit the office. Handles incoming calls also in a friendly, professional, sincere manner.
Processes new accounts, account transfers, new contributions and redemptions and beneficiary changes. Checks accuracy of documents and makes the necessary revisions.
Creates client meeting update books and reviews.
Sends periodic client correspondence.
Performs office coordination and administrative functions to keep the office productivity at a maximum level. Keeps staff informed of weekly meeting agenda items.
Handles calendars for the Wealth Advisor(s) and others in the office.
Develops and maintains written systems of all activities.
Orders and handles office supplies and other miscellaneous operational activities.
Sorts and distributes the mail. Coordinates the assembly and mailing of client paperwork.
This position requires on-site presence for regular, successful performance: teamwork, face-to-face interaction with peers/management and the ability to utilize the in-house software and hardware is required. Adherence to the Bank attendance policy is required as an essential function of this position.
Employees must be able to relate to other people beyond giving and receiving instructions: must get along with co-workers or peers without exhibiting behavioral extremes; be able to perform work activities requiring negotiating, instructing, supervising, persuading or speaking with others; and respond appropriately to criticism from a supervisor