Exempt: No

Salary Grade: Grade 12

Position is located at 1515 S Utica Avenue in Tulsa, Oklahoma.

Position is Monday through Friday 8 am to 5 pm.

Summary:

SUMMARY: As an unlicensed assistant, incumbents provide advanced support to the Client Advisor(s) by maintaining the Client Advisor(s) calendars, working with operational staff to monitor the insurance underwriting process and provide professional administrative support for Client Advisor(s) during meetings with clients. Incumbents work with minimal supervision, act promptly, and seek solutions to resolve issues, and challenge and make practical routine decisions. Incumbents contribute to the success of the Arvest Wealth Management (AWM) location team and are expected to answer general questions about client’s account activity. As directed by the Client Advisor, Client Advisor Assistant 2s’ are responsible for meeting with clients to collect documentation and/or deliver information and is expected to comply with all bank and FINRA rules and regulations.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Other duties may be assigned.

TEAM ACCOUNTABILITIES:

• Support and uphold the Arvest Mission Statement.

• Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.

• Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.

• Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the company’s overall operation.

• Promote professionalism at all times.

Responsibilities:

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

• High school diploma or general education degree (GED) required.

• 3 years administrative experience required.

• Proficient mathematical skills required.

• Proficient with Microsoft suite of system applications required.

• Previous experience in the finance industry is preferred.

• Associate Degree preferred.

OTHER SKILLS AND ABILITIES:

• Must be able to arrive at work on time, work on site and have regular work attendance

• Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style

• Must be able to provide cordial customer service regardless of customer personality, presence or communication style

• Must be able to perform several tasks at once

• Must be able to work in a stressful atmosphere

• Must be able to rotate job tasks

• Must be able to occasionally work overtime

• Must be able to greet others cordially

• Must be able to coordinate multiple and changing priorities

• Must be able to verbally communicate with all other associates

• Must be able to operate telephone, scanner, copier and FAX machines

• Must be able to move from department, division, or bank to department, division or bank to attend meetings

• Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to talk or hear and sit. The associate is occasionally required to stand, walk; use hands to finger, handle, or feel objects: bend; and reach with hands and arms.

The associate may occasionally lift and/or move up to 25 pounds and must be able to reach and carry.

Specific vision abilities required by this job include close and color vision and the ability to adjust focus.

The incumbent must be able to travel occasionally by themselves within the US, including overnight, and via automobile and air.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.