What are the responsibilities and job description for the Part-Time Investment Administrative Assistant position at CITIZENS NATIONAL BANK?
Job Title: Investment Administrative Assistant
Location: Bluffton, OH
Status: Part-Time
FSLA Job Class: Non-Exempt
Department: CNB Wealth Management Group
Reports To: VP of Wealth Management Group/Chief Op Officer
At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.
Citizens National Bank has an excellent opportunity available in our Bluffton market for a Part-Time Investment Administrative Assistant. In this role you will be responsible for the day-to-day operation duties of the firm. The Investment Administrative Assistant helps keep the office running smoothing and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.
A typical day may include the following:
- Greets clients and prospective clients in a professional, friendly and sincere manner making them feel comfortable when they visit the office. Handles incoming calls also in a friendly, professional, sincere manner.
- Processes new accounts, account transfers, new contributions and redemptions and beneficiary changes. Checks accuracy of documents and makes the necessary revisions.
- Creates client meeting update books and reviews.
- Sends periodic client correspondence.
- Performs office coordination and administrative functions to keep the office productivity at a maximum level. Keeps staff informed of weekly meeting agenda items.
- Handles calendars for the Wealth Advisor(s) and others in the office.
- Develops and maintains written systems of all activities.
- Orders and handles office supplies and other miscellaneous operational activities.
- Sorts and distributes the mail. Coordinates the assembly and mailing of client paperwork.
- This position requires on-site presence for regular, successful performance: teamwork, face-to-face interaction with peers/management and the ability to utilize the in-house software and hardware is required. Adherence to the Bank attendance policy is required as an essential function of this position.
JOB REQUIREMENTS:
- High school diploma or GED
ADDITIONAL QUALIFICATIONS:
- 2 Years of working with the public and proficiency in providing extraordinary client service.
- Investment knowledge and experience preferred
- Must have experience working with computers and be familiar with basic types of software such as Word, Excel and Outlook.
- Must have stellar written and verbal communication skills.
- High level of professionalism
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
- Must have the ability to manage multiple priorities and meet deadlines.
WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK?
- Company Paid Life Insurance
- Generous Paid Time Off
- Incentive Plan paid on a quarterly basis
- Employee Stock Ownership Plan for your retirement
- Banking Perks
Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.