Wealth Administrative Assistant

Isabella Bank • Mount Pleasant, MI

1d

About The Position

The Wealth Administrative Assistant will be responsible for a variety of tasks to support the Wealth Management team. This role involves direct client interaction, administrative duties, and project management.

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