What are the responsibilities and job description for the Investment Services Assistant position at First Dakota National Bank?
Investment Services Assistant (part-time)
We are hiring a part-time Investment Services Assistant to join our Yankton team. This person will assist one or more investment brokers in performance of sales and operational activities by speaking with clients, answering operations questions and interfacing with back office operations. Perform a variant of administrative duties to support office and individual financial advisor’s functions. Hours vary Monday-Friday 10:00am-2:00pm, with a flexible schedule, typically working 20 hours each week.
Duties
- Answer and screen telephone calls received by financial advisors. Record messages and assist clients with basic questions or problems regarding their account.
- Perform sales support duties such as communicating with clients, conducting and tracking large mailings, scheduling appointments.
- Provide administrative support activities, which may include standard business word processing, processing incoming/outgoing mail, maintaining client documents, operating office equipment and software.
- Work closely with other support staff and office personnel to identify and resolve operational issues of accounts, new accounts, and maintain proper account documents.
- Perform basic research on accounts, client account statements and basic portfolio valuations.
- Project management including prospecting mailings, marketing campaigns, and referral incentive campaigns.
- In-office attendance is a must.
- Other duties as assigned.
Qualifications
Attributes include a positive attitude and good work ethic. The ability to process a variety of tasks accurately and efficiently, the capability to maintain strict confidentiality, attention to detail and comply with all Bank policies and procedures. Communicate effectively with various types of clientele, co-workers and departments to resolve an assortment of needs. Strong organizational skills and the ability to work well in a team environment. Punctuality is a must.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience
High school diploma or general education degree (GED); and one-year of customer service experience preferred.
Work Environment
Office: The work environment of this job includes interacting with others in an office setting, and the noise level is usually moderate.
Physical Demands
Light: The physical demands of this job include bending, sitting, and occasionally lifting up to 10 pounds with or without reasonable accommodation.
Requirements of All Employees
To perform the job successfully, an individual should demonstrate the following:
Adaptability - Adapts to changes in the work environment
Attendance/Punctuality - Is consistently at work and on time; Arrives at meetings and appointments on time
Career Apparel - Adheres to the Career Apparel policy; Demonstrates professional appearance during Bank hours or at after-hours Bank functions
Customer Service - Responds promptly to customer needs including requests for service and assistance; Provide courteous, personal attention to promote ongoing relationship servicing with customers
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan
Design - Demonstrates attention to detail
Initiative - Looks for and takes advantage of opportunities; Asks for and offers help when needed
Innovation - Shares suggestions for improving work
Interpersonal - Maintains confidentiality; Remains open to others' ideas and tries new things
Judgment - Exhibits sound and accurate judgment
Motivation - Measures self against standard of excellence
Communication - Listens and gets clarification; Responds well to questions; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports and upholds organizational goals and values
Planning/Organizing - Uses time efficiently; Completes work in a timely manner
Problem Solving - Identifies and resolves problems in a timely manner
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accepts responsibility for own actions; Inspires the trust of others; Works with integrity and ethically
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality
Safety/Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly
Team Work - Gives and welcomes feedback; Contributes to building a positive team spirit
Technical Skills – Understands basic computer software programs; Strives to continuously build knowledge and skills; Shares expertise with others
