Investment Administrative Assistant

Centier Bank•Valparaiso, IN

1d•$19•Onsite

About The Position

Performs administrative duties for the Senior Investment Executive, Investment Executive, OSJ Operations Manager, or Administrative Assistant Level II. Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Member FDIC At Centier, we don’t recruit resumes, we recruit personalities. By doing so, we are establishing a philosophy that the key to world-class service is how clients are treated, and that begins with our associates. Whether you are a financial expert or brand new to banking, we provide top training and support to help you deliver the world-class banking services that we are known for. Centier believes in putting its associates first, with respect to a work-life balance and creating opportunities for fun wherever we can. That is part of the reason why Centier Bank has been ranked the Best Bank to Work For in the state by American Banker, and Best Place To Work in Indiana (Hall of Fame) by the Indiana Chamber. Find out what awaits you when you join a team that prides itself on being a family. When you choose Centier, you choose growth, value, and success. Choose Centier, choose you.

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.