Financial Advisors & Private Banking Administrator

Mascoma Bank; Palmerston North; Hybrid; NZD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a collaborative Financial Advisor & Private Banking Administrator to enhance client service and relationship management. This role involves supporting financial advisors, managing client transactions, and ensuring compliance with financial regulations. The ideal candidate will have a college degree or equivalent experience, strong communication skills, and proficiency in Microsoft Office. Join a diverse and inclusive team dedicated to fostering a welcoming environment and providing exceptional service to clients. This position offers hybrid work flexibility and opportunities for personal growth.

Benefits

On-the-job training

Comprehensive benefits

Professional development opportunities

Personal growth workshops

Team-building activities

Qualifications

• Solid understanding of financial regulations and compliance.
• Proficiency in Microsoft Office suite, especially Outlook.

Responsibilities

• Provide support to Financial Advisors and Private Banking departments.
• Facilitate account openings and process client transactions.

Skills

Customer Service

Communication Skills

Financial Regulations Knowledge

Microsoft Office Suite

Interpersonal Skills

Education

College Degree or Equivalent Experience

Tools

Microsoft Outlook

Job description

Grow your career with Mascoma Bank!

We are seeking a collaborative and customer focusedFinancial Advisors & Private Banking Administratorto join our team in providing excellent service to our clients and communities. As a primary responsibility, you will provide support to the Mascoma Financial Advisors and Mascoma Private Banking departments, focusing on all aspects of client service and relationship management. This includes duties such as answering incoming phone calls, facilitating account openings, processing client transactions, and handling various account maintenance needs and research requests. You will work closely with the rest of our team in delivering outstanding client experience.

The ideal candidate will possess a college degree or have equivalent work experience in a relevant field. They should have a solid understanding of financial/FINRA regulations. Additionally, proficiency in Microsoft Office suite products and Outlook are essential for this role. Excellent people and communication skills with prior experience in a client service capacity. They should demonstrate strong interpersonal abilities, ensuring effective communication. Adheres to and upholds all written policies and procedures of the Bank, including BSA/CIP and OFAC monitoring and reporting, security, operation, and personnel policies. A key requirement for this position is the ability to maintain the highest levels of confidentiality and privacy, safeguarding sensitive information with utmost integrity.

This position can be performed hybrid out of our office in Norwich, VT.

The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves.

Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request a reasonable accommodation, please contact [e-mail].

As a Certified B Corporation, our vision is to be force for positive change for our customers, communities, and employees. We offer on- the -job training, comprehensive benefits, and opportunities for growth and development.

Starting pay for this role is $22.64 - 27.07 depending on experience.

Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D