What are the responsibilities and job description for the Wealth Administrative Assistant position at Isabella Bank?
Position Title: Wealth Administrative Assistant
Reports To: Wealth Manager
Responsibilities:
- Greet clients and answer phones.
- Assist clients with online account access.
- Open and sort mail.
- Balance Trust Accounts
- File paper and electronic documents.
- Reviews and pays clients bills.
- Prepares correspondence and client reports.
- Complete department mailings.
- Takes ownership of projects as needed.
- Other duties as assigned.
Qualifications
Education/Experience
- High school diploma required.
- Associates degree in Finance, Accounting, or Business preferred.
- Business or office experience.
- Trust experience preferred
Skills
- Demonstrates good customer service
- Effectively work as a team member and independently
- Proficient in verbal and written communication skills
- Proficient computer skills
- Excellent attention to detail
Isabella Bank is an AA/EEO employer.