What are the responsibilities and job description for the Investment Assistant position at Ion Bank?
Job Type:
Hourly, Full Time 40 Hours
Who We are:
At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.
As a result of Ion’s continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
We are looking for a detail-oriented and motivated Investment Assistant to join our team. The ideal candidate is organized, analytical, and thrives in a fast-paced financial environment. This person will support Financial Advisors with client communications, portfolio administration, and account management. Strong communication skills, accuracy, and a proactive mindset are essential, as is a genuine interest in finance and client service.
As an Investment Assistant, you are responsible for:
• Ensuring company service standards are continually achieved in area of responsibility• Performing clerical and administrative duties to support the departments sales and service function
• Addressing customer inquiries promptly, accurately, and professionally
• Processing customer files, general correspondence, and other related transactions
• Scheduling appointments scheduling for brokers
• Accurately processing checks and securities
• Facilitating reviews of current client accounts
Other Functions
• Assist brokers in the achievement of established goals for Bank profitability
• Ensure activities within assigned functional area of responsibility are following Bank policy, and State and Federal Regulations
• Performs other duties as requested
High School diploma required, with some business-related college courses preferred. One to three years financial industry related experience, with Serie 6 or SIE license strongly preferred.
Benefits:
- Health Insurance (Medical, Dental Vision)
- 401k and Employer Match
- Life Insurance
- Disability
- HSA
- FSA
- Educational Assistance
- Wellness Programs
- Employee Assistance Program
- 15 Paid Time Off Days
- 12 Paid Holidays
- Job Shadowing
- Volunteer Opportunities
Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.