89 Jobs in bozeman, mt
First Interstate is Hiring an Administrative Assistant II Near Bozeman, MT
- If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
What’s Important To YouWe know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
- Accrue and use your paid time off (PTO) immediately – no waiting period – plus paid federal holidays in addition to PTO.
- Child Care Assistance Program for eligible dependent(s).
- We prioritize wellness by offering eligible employees a monthly stipend, toward a fitness club membership or exercise-related classes.
- The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following: other duties may be assigned.
- Supports the account administration process as directed by the Supervisor.
- Contacts and schedules appointments, completing and finalizing call and file documentation and initiates follow-up contacts.
- Working in a team focused environment and needs to be able to balance priorities for the benefits and progress of team objectives and be able to work and be flexible in a changing work environment.
- Initiates contact with existing customers to schedule appointments and to gather information as needed.
- Greets and assists customers in person and by telephone in a professional and responsive manner consistent with First Interstate’s Wealth Management standards and guidelines.
- Processes daily business including, but not limited to, distributions, deposits and documentation.
- Sets up new accounts, maintains and updates existing accounts.
- Maintains and inputs data systems as required in a high quality and timely manner.
- Works on continuing education and regulatory training.
EDUCATION And/or EXPERIENCEHigh school diploma or general education degree (GED) and 2 or more years’ experience.
Experience Within Brokerage, Trust Or Finance Preferred.OTHER SKILLS & ABILITIESAbility to communicate effectively. Ability to work well with co-workers. Ability to properly prioritize workload and remain adaptable under pressure. Computer skills essential. Computer experience with Internet, MS Word & MS Excel required. Knowledge of additional applications preferred. Ability to pay attention to detail required, especially in time-sensitive and pressure situations. Looking for a professional, self-driven/motivated, pleasant individual who is committed to ensuring clients always come first.
Language SkillsAbility to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Mathematical SkillsAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
REASONING ABILITYAbility to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
LICENSESSeries 7 and 66 securities licensing preferred. Obtain appropriate licensing, if needed. Additional insurance licensing may be expected at a later time.
PHYSICAL DEMANDSWhile performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to stand, walk, and reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
- If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
Job Summary
Full Time
$41k-51k (estimate)
06/04/2024
06/30/2024
The job skills required for Administrative Assistant II include Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be an Administrative Assistant II. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Administrative Assistant II. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Administrative Assistant II positions, which can be used as a reference in future career path planning. As an Administrative Assistant II, it can be promoted into senior positions as an Administrative Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Administrative Assistant II. You can explore the career advancement for an Administrative Assistant II below and select your interested title to get hiring information.
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