Wealth Administrative Assistant

Isabella Bank • Mount Pleasant, MI

23h • Onsite

About The Position

This role serves as a Wealth Administrative Assistant, reporting to the Wealth Manager. The position involves direct client interaction, account management, administrative tasks, and project ownership.

Requirements

• High school diploma required.
• Business or office experience.
• Demonstrates good customer service.
• Effectively work as a team member and independently.
• Proficient in verbal and written communication skills.
• Proficient computer skills.
• Excellent attention to detail.

Nice To Haves

• Associates degree in Finance, Accounting, or Business preferred.
• Trust experience preferred.

Responsibilities

• Greet clients and answer phones.
• Assist clients with online account access.
• Open and sort mail.
• Balance Trust Accounts.
• File paper and electronic documents.
• Reviews and pays clients bills.
• Prepares correspondence and client reports.
• Complete department mailings.
• Takes ownership of projects as needed.
• Other duties as assigned.

What This Job Offers

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