What are the responsibilities and job description for the Wealth Management Admin Assist I position at Park National Bank?
JOB RESPONSIBILITIES
- Prepares reports and presentation materials
- Receives and responds to correspondence
- Receives and directs visitors
- Schedules meetings
- Performs other duties as assigned
- Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
- Deliver a consistent, high level of service within our Serving More standards
COMPETENCIES
- Interpersonal/Customer Service Skills
- Written and Verbal Communication
- Ability to understand and follow directions
- Adaptable to change
- Basic Computer Skills
- Ability to build collaborative relationships
- Ability to work as part of a team
- Organizational Skills/Detail Oriented
- Analytical Thinking
- Able to Multi-Task or Juggle Priorities
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
- High School diploma or equivalent required
- Minimum Years of Specialization Experience - 0-2 Years
ADDITIONAL INFORMATION
This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.