Investment Assistant I

Thomaston Savings Bank•Thomaston, CT

9d•$23 - $34•Onsite

About The Position

Thomaston Savings Bank is actively seeking individuals who share our passion for making a difference in the lives of our clients and communities. If you're a team player with a dedication to delivering exceptional service, a knack for finding creative solutions, and a commitment to giving back, we encourage you to explore our career opportunities. So, if you're ready to join a team that's making banking refreshingly different, we invite you to discover your future with Thomaston Savings Bank!

Requirements

Provide a broad range of administrative support to the Investment brokers.
Report to the Senior Investment Assistant.

Responsibilities

Update client transaction history and review files to highlight opportunities for additional business. Prepare hypothetical illustrations, college, retirement, and estate planning, and insurance quotes as needed by the Financial Consultant(s).
Field incoming telephone calls for the Infinex/Brokerage Program, answer client questions, and research complex issues with Financial Consultants. Resolve issues, provide high-quality customer service, and address maintenance or operational issues involving client accounts.
Contact existing clients regularly to schedule annual, semi-annual, or quarterly reviews. Manage the CRM database for client needs and review/update file statuses.
Work closely with Infinex to implement new procedures and business practices, acting as a liaison between TFS and marketing to develop and implement campaigns, mailers, and branch promotions.
Review client paperwork completed by Financial Consultant(s), forward required documents, and create/update client files.
Meet with existing clients for service and sales issues, including additional deposits, withdrawals, NIGO's, and other administrative tasks.
Communicate with branches regarding Financial Consultant(s) schedules, schedule appointments from branch referrals and wholesalers, and maintain Financial Consultant(s) calendar updates.
Work closely with branch staff to provide high-quality customer service, assist with training and developmental needs related to the program, and generate high-value leads.
Comply with all company policies and procedures, applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.