Investment Services Administrative Assistant
About The Position
Fremont Bank is seeking a strategic, hands-on professional to join and help advance our Investment Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. The Administrative Assistant – Investment Services performs a wide variety of administrative support duties for the Wealth Management Operations Manager, Assistant Manager Investment Services and Vice President. Position entails heavy phones, customer contact and other support functions. Deals with confidential and sensitive documentation regarding client accounts. Interacts with bank associates, various personnel for the Broker Dealer insurance companies and department vendors. Handles questions and paperwork from clients and Financial Advisors, is the key person for uploading documents into the Broker Dealer system. Prepares various reports for the Operations Manager and Vice President. Performs other duties and assignments as needed.
Requirements
- High School Diploma or equivalent
- Advanced proficiency with Microsoft Word, Excel, PowerPoint and Internet Explorer
- Problem solving skills, motivated self-starter, energetic, organized and detail oriented
- Excellent written and verbal communication skills
- Excellent customer service skills
- Innovative and ability to multi-task
Nice To Haves
- Administrative experience is preferred but not required
Responsibilities
- Provide administrative support to the Financial Advisors on all accounts
- Perform client maintenance for accounts
- Perform various support duties such as answering phones, copying documents, preparing overnight or express mail forms, etc.
- Assist with assigned Client Events
- Contact and follow up with clients on paperwork and needed documents
- Performs routine tasks independently
- Assist with necessary expense and internal reporting
- Initiate licensing process for SIE, S7, S66 & Life/Health Insurance Licenses
Benefits
- Medical, dental, and vision insurance
- Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
- Employee Stock Ownership Plan (ESOP)
- 401(k) with employer match
- Performance-based bonuses or incentives
- Paid holidays, vacation, and sick time
- Free personal checking and savings accounts
- Home loan rate discounts
- Tuition reimbursement and professional development resources
- On-site gym and discounted health club memberships
- Employee Assistance Program (EAP)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
