Are you looking for a position with a company where you can make a difference?

At Security National Bank, if there is one belief we hold together as a team, it’s that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take – every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life’s interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we’d like you to advance your career with us at SNB.

The Retirement Plan Assistant serves as a liaison between the Recordkeepers and Advisors in the Employee Benefits department of the Wealth Management division. Primary responsibilities include supporting all members of the department with routine account administration, independent tasks, and special projects. This position will also focus on client communications as well as assisting in the translation of conversations between Spanish and English speakers.

Service Matters. We stand for excellent service and truly care about doing what’s right. Our ideal candidate enjoys minimal downtime, new challenges each day, can multitask, be reliable and energetic in the execution of their responsibilities. If you love interacting with clients and are looking for a service driven opportunity, that offers a superior customer service experience, we want to hear from you!

JOB DESCRIPTION:

• Maintain a broad knowledge of investment products including insurance, equities and debt instruments, cash, and alternative investments.
• Stay informed of new developments, policies and laws, keeping department and clients informed of changes with regulatory and ethical issues.
• Process and complete the account distribution process.
• Create and maintain online enrollment books and enrollment materials for clients.
• Create and maintain financial statements for clients.
• Participate in business development activities.
• Backup to Advisors on phone calls and follow-up calls.
• Assist with Annual Compliance reporting.

Required for this position: Excellent customer service and problem resolution skills. Excellent attention to detail, ability to identify missing items, advanced organizational skills, ability to work under deadlines, independent thinking, the ability to visualize cause and affect relationships of data and documents, analytical skills, clear and concise reporting, self-motivation, strong oral and written communication skills, demonstrated teamwork.

EDUCATION AND EXPERIENCE:

• High school diploma or equivalent
• 2 years professional office experience
• Fluent written and spoken communication skills in English and Spanish languages.
• 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 Word and Excel
• 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

HOURS:

Regular business hours, Monday through Friday.

BENEFITS:

We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

ABOUT SECURITY NATIONAL BANK:

Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.

Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.

LEARN MORE:

https://www.snbonline.com/mattertoday

LOCATION:

Sioux City, IA

Main Bank