Investment Administrative Assistant

Sutton Bank•Mansfield, OH

About The Position

The Investment Administrative Assistant supports the Investment Advisor in improving efficiency, growing the practice, and serving clients. The role assists clients with transactions and trades and handles practice-management tasks. It also provides general office and clerical support, including scheduling and organizing meetings, preparing and reviewing correspondence, and facilitating projects.

Requirements

High school diploma or GED.
One year of office or administration-related experience and/or training, or an equivalent combination of education and experience.
Effective, clear verbal and written communication skills.
Excellent interpersonal skills.
Strong knowledge of the business area being supported.
Self-directed and motivated.
Ability to manage multiple tasks.
Excellent problem-solving skills.

Responsibilities

Prepare paperwork, applications, and forms for client appointments based on requested services.
Help the Investment Representative prepare for client meetings.
Research account balances and recent transaction activity.
Create and maintain client files, ensuring requests, statements, and confirmations are on file.
Audit documents and forms for completeness and accuracy, and contact customers promptly to resolve errors.
Maintain updates, reports, and scheduling reminders in Sales Force Management and maintain Status Manager.
Complete file submissions to Ameriprise and prepare and submit annuities.
Perform administrative duties, including preparing client correspondence, ordering supplies, answering telephone calls, and entering data as needed.
Track pending paperwork and requests, review the log weekly, and contact the Investment Representative and/or client to resolve issues.
Provide customer service by answering questions, processing requests accurately and promptly, and resolving problems.
Coordinate marketing and maintain communication with investment clients.
Coordinate mass communications for bank customers and employees.