We are looking for a detail-oriented and proactive individual who thrives in a fast-paced environment. The ideal candidate will have a passion for investments service sales and a strong desire to learn and grow within the financial services industry. Excellent communication skills and a high level of professionalism are essential for success in this role.
POSITION SUMMARY: Performs administrative and business development support for the Investment Services Department at First Security Bank and Trust. Performs basic accounting functions for the Investment Services Department. Assists First Security Investment clients with service inquiries.
Essential Duties And Responsibilities

• Assists clients by responding to inquiries about the products and services offered by First Security Investment Services. Explains and promotes the products/services that are most appropriate for the customer’s needs.
• Provides assistance to Investment Services clients with service requests as needed.
• Provides administrative support for Investment Services Department. Performs a variety of administrative duties including customer correspondence, preparation of client reports, and record management.
• Responsible for daily posting of security transactions. Post and reconcile commission records from the bank’s designated brokerage provider. Maintains commission blotters and trade logs on a monthly basis.
• Maintain product knowledge of all bank services and cross-sell other bank products by referral to appropriate areas. Assists Financial Advisors with business development.
• Participate in bank-sponsored events as outlined in financial institution’s “Community Events Program”.
• Perform additional duties as they become assigned or apparent

Desired Knowledge, Skills, & Abilities

• Knowledge of banking products and services.
• Proficient in basic computer skills using Microsoft Office products, especially in Word and Excel. Knowledge of data-based marketing systems a plus.
• Strong record keeping skills.
• High level of interpersonal skills in dealing with clients, bank staff, and outside vendors.
• Ability to work in an environment with sensitive information, maintaining a high level of confidentiality at all times.
• Demonstrate tact and patience at all times.
• Strong organizational skills with ability to prioritize multiple tasks and work under pressure.
• Ability to adapt and work with customers in a constantly changing environment.

QualificationsEducation: High School Diploma or equivalent. Current SIE and Series 6 license required within 6 months of obtaining the position.
Experience: Experience in customer contact position required. Prior background or knowledge of investments desirable.
This position will be in the Charles City location and will be full-time. It is available due to the growing needs of the Wealth Management department.
Statements included on this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements should not be construed as an exhaustive list of responsibilities, duties, and skills required. Accommodations will be made to allow for meeting the above requirements when it does not place “undue hardship” on First Security Bank & Trust.
At First Security Bank & Trust, we take pride in offering our employees the opportunity to build a rewarding career in investments service sales. As an Investment Services Assistant, you will have access to ongoing training and development to enhance your skills and knowledge in the field. You will also have the chance to work closely with our experienced investment advisors, gaining firsthand experience.
First Security Bank and Trust is an equal opportunity employer.
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