Investment Services Coordinator

Bank of Greene County • Village of Catskill, NY

1d • $19 - $21 • Onsite

About The Position

The position is responsible for providing administrative support to the Investment Services Team and exceptional service to our customers. The position will schedule meetings, provide timely responses to customer inquiries, and prepare and maintain confidential customer documentation.

Requirements

• High School Diploma or equivalent required
• Minimum of one year of administrative support experience preferred
• Excellent interpersonal and communication skills both written and verbal
• Experience building relationships and solving problems
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Strong organizational and time management skills with a proven ability to meet deadlines
• A pre-hire authorization to obtain and review FINRA records associated with you and previous employment information is necessary to determine securities employment eligibility.
• Before assuming any duties, each employee will be trained in the proper filing and logging procedures for large currency transactions and the sale of monetary instruments.
• Each employee will immediately report suspicious currency transactions or activity to their immediate supervisor or the BSA Officer.
• All employees will become familiar with how their customers handle their accounts and will report any transactions that are not within the normal activities of the customer.
• The employee will be trained in compliance with the BSA, USA PATRIOT ACT and associated laws and regulations under the Bank’s Compliance Program as it pertains to his or her job functions.
• Employees are expected to meet all compliance requirements as stated within the Bank’s BSA/AML/CIP/OFAC Program.

Nice To Haves

• Associate’s or Bachelor’s degree preferred

Responsibilities

• Perform administrative duties such as typing, filing, scheduling appointments and other clerical work
• Handle correspondence with customers and brokerages
• Provide timely follow up on telephone calls and messages to ensure good customer service
• Process deposits and withdrawals to and from the brokerage and direct accounts
• Maintain filing systems to ensure the integrity and confidentiality of financial and client information
• Process the paperwork for brokerage accounts and set-up on the system
• Assist with the preparation and distribution of reports and client documentation
• Track monthly/quarterly referrals sent from the branches for incentive payouts

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED