Client Service & Administrative Associate - Banking

BELL BANK; United States; On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Healthcare

Employee stock ownership

401(k) plan

Job summary

Bell Bank is seeking anAdministrative Assistant for the Bell Investments Department to provide accurate clerical support, greet visitors, prepare client correspondence, and transcribe meeting notes.

The role involves tracking client information, supporting prospective client actions, and maintaining proposal files. Applicants should have 2–4 years of experience and strong MS Office skills in a fast-paced banking environment.

Qualifications

• Associate degree or higher in business, finance, or related field preferred; equivalent education/experience considered.
• 2–4 years of relevant experience.
• Foundational administration knowledge and practices.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong written and verbal communication; ability to work in a fast-paced environment.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Provide administrative and clerical support to the Bell Investments Department.
• Serve as part of receptionist team with designated duties.
• Prepare client/prospect letters, correspondence, and memos.
• Transcribe client meeting notes and take minutes.
• Attend department meetings and track reports for clients.
• Coordinate client mailings and maintain up-to-date client information.
• Open accounts and prepare paperwork; greet visitors professionally.
• Communicate professionally with internal and external clients.

Skills

Administrative support

Communication

Time management

Multitasking

Education

Associate or higher in Business/Finance/Communication

Tools

Microsoft Office

Job description

Bell Bank is seeking anAdministrative Assistant for the Bell Investments Department to provide accurate clerical support, greet visitors, prepare client correspondence, and transcribe meeting notes.

The role involves tracking client information, supporting prospective client actions, and maintaining proposal files. Applicants should have 2–4 years of experience and strong MS Office skills in a fast-paced banking environment.