Wealth Management Receptionist

SNB Career•Sioux City, IA

8d•Onsite

About The Position

Security National Bank is seeking a Wealth Management Receptionist to provide essential support in a dynamic Wealth Management team and help deliver exceptional service to clients. This role serves as the first point of contact in the department, requiring a high level of professionalism and integrity. The receptionist will be the hub of the Wealth Management department, providing administrative support that drives functional excellence. The ideal candidate is detail-oriented with exceptional organizational skills, thrives in a fast-paced environment, and enjoys interacting with clients.

Requirements

Excellent relationship-building, communication, customer service, and problem resolution skills.
Strong attention to detail, ability to identify missing items, advanced organizational skills, strong oral and written communication skills, and demonstrated teamwork.
High school diploma or equivalent
2 years professional office experience
Multiline phone system experience preferred
Accuracy and meticulous attention to detail required
Excellent oral, written, and interpersonal communication skills
Ability to navigate multiple computer systems and programs with working knowledge of Microsoft Office
Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed
Team-oriented and the ability to work collaboratively across all levels of the organization
Service-oriented, polite, and respectful
Advanced problem-solving and analytical skills
Ability to take direction and instruction and follow through independently until project completion

Responsibilities

Serve as the front desk receptionist by greeting and assisting clients and managing incoming departmental phone calls.
Assist clients with general questions and direct inquiries to the appropriate Wealth Management team member.
Manage mail services for the department.
Analyze incoming correspondence, determine its significance, and distribute it to the appropriate team members.
Prepare communications and provide clerical support to the Wealth Management Division as needed.
Maintain organized records and assist with day-to-day administrative operations.
Participate in special projects and initiatives as assigned.
Provide additional support to the Wealth Management team as needed.