Investment Administrative Assistant

Centier Bank•Valparaiso, IN

1d•Onsite

About The Position

Performs administrative duties for the Senior Investment Executive, Investment Executive, OSJ Operations Manager, or Administrative Assistant Level II. Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?

Requirements

High School Diploma or equivalent
Detail oriented
Strong organizational skills
Strong client service skills, particularly over the phone
Advanced computer skills with Microsoft Office and Internet Explorer

Nice To Haves

Administrative experience in the investment field is preferred
Banking/teller experience desired

Responsibilities

Provide telephone coverage which includes communication with clients to determine purpose of the call.
Answer client questions and assist with their needs without an Officer present taking ownership and responsibility for completion of service related issues within compliance of non-licensed position
Prepare written correspondence to clients and submit to OSJ for approval
Order and maintain office supplies and literature
Use NuPoint for referral tracking. Keep track of monthly sales.
Greet and assist walk-in clients at the Investment Center.
Prepare new account folders and client information.
Data entry and file maintenance. Ensure recording keeping compliance.
Secretarial support.
Help implement marketing campaigns
Check all daily paperwork for completeness and accuracy before submission.