Investments Assistant

Cornerstone Bank NE • York, NE

9d

About The Position

The Investments Assistant builds and maintains strong customer and employee relationships and provides accurate, professional administrative support for the Investment Department. The role provides customer service and supports the culture, core values, and mission of Cornerstone Bank.

Requirements

• Education equivalent to a minimum of a high school education.
• Working knowledge of personal computers and Microsoft Office products.
• Accuracy and attention to detail.
• Ability to work both in a team environment and independently.
• Ability to interact effectively with customers, management, and co-workers.

Nice To Haves

• One year of post-secondary education in business or 1–3 years of banking or related experience.

Responsibilities

• Provide general administrative support for the Investment Department.
• Schedule appointments for prospects and clients.
• Assist with opening investment accounts.
• Answer prospect and client inquiries.
• Process sales of commission- and fee-based products.
• Maintain investment client files.
• Provide telephone and receptionist support for the department.
• Perform other duties as assigned.

Benefits

• Vacation and paid time off days
• Paid holidays
• Retirement plan contribution
• Life insurance and long-term disability insurance
• Health, dental, and vision insurance
• Career growth potential
• Bonus programs
• Family atmosphere

What This Job Offers

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