Wealth Management Assistant - (Hillsdale)

County National Bank • Hillsdale, MI

407d

About The Position

The Wealth Management Assistant at County National Bank plays a crucial role in providing administrative support to the Wealth Management Team. This position focuses on processing paperwork and account information for clients while ensuring an excellent client service experience. The role is essential for maintaining the bank's commitment to outstanding customer service and solid financial performance.

Requirements

• High school diploma or equivalent.
• Strong passion for providing stellar client service.
• Excellent interpersonal skills including tactfulness and cooperation.
• Strong written and verbal communication skills.
• Ability to multi-task and manage multiple project targets.
• Strong administrative skills and ability to work in a fast-paced environment.
• Ability to work independently and collaboratively within a team.
• Knowledge of basic accounting procedures.

Responsibilities

• Provide administrative support to the Wealth Management Team.
• Process various types of paperwork and account information for clients.
• Ensure an excellent client service experience for all clients.
• Communicate effectively with clients and team members.
• Maintain confidentiality and handle sensitive information.

Benefits

• Excellent benefits and career opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED