Investment Admin Assistant II — Client Support

Centennial-Bank; Panama City (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Centennial-Bank seeks an Administrative Assistant II - Investments to support advisors and manage client accounts in a Panama City office. The role includes scheduling meetings, maintaining files, processing inquiries, and coordinating client events while ensuring compliance with governing guidelines.

Qualified candidates have a four-year degree (or equivalent) and about 5 years of related experience, with strong communication, math, and data-entry skills. On-site, full-time position in Florida.

Qualifications

• Broad knowledge of accounting, marketing, finance, and business admin.
• Equivalent to a four year college degree plus 5 years related experience or training.
• Strong communication, math, and organizational skills required.

Responsibilities

• Support Financial Advisors and Practice Manager to provide administrative support.
• Maintain client account data, manage inquiries, and track referrals.
• Schedule client meetings, seminars, webinars, and calls.
• Maintain branch files, contracts, audit docs, and disclosures.
• Keep client information current and accurate.
• Coordinate emails, letters, texts, and mail processing.
• Ensure client calls and visits are resolved efficiently.
• Oversee office equipment maintenance and supplies.
• Assist with onboarding, account maintenance, transfers, and approved service activities.
• Coordinate client events, seminars, and community outreach.
• Support branch relationships and referral tracking.
• Assist with compliant website, social media, and marketing activities.
• Coordinate vendor relationships and gift/entertainment logs.
• Process deposits, operational requests, and client service transactions.
• Prepare expense reports and maintain admin records.
• Complete required compliance training (BSA/AML).
• Perform other duties as assigned.
• Maintain alertness and safe work practices.

Skills

Word Processing

Typing

Accounting

Alphanumeric Data Entry

Contact Management

Database

Presentation/PowerPoint

Education

Bachelor’s degree or equivalent

Job description

Centennial-Bank seeks an Administrative Assistant II - Investments to support advisors and manage client accounts in a Panama City office. The role includes scheduling meetings, maintaining files, processing inquiries, and coordinating client events while ensuring compliance with governing guidelines.

Qualified candidates have a four-year degree (or equivalent) and about 5 years of related experience, with strong communication, math, and data-entry skills. On-site, full-time position in Florida.