Investment Administrative Assistant - Onsite in OH

Citizens National Bank; Van Wert (OH); Presencial; USD 36 000 - 48 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Company Paid Life Insurance

Generous Paid Time Off

Incentive Plan paid quarterly

Employee Stock Ownership Plan

Resumo da oferta

Citizens National Bank in Van Wert, OH is seeking an Investment Administrative Assistant to support the Wealth Management Group. The role requires on-site presence, handling day-to-day firm operations and ensuring timely, accurate client paperwork and processing.

The position emphasizes professional client service, account support, and coordination of meetings and communications to keep the office productive and compliant with banking standards.

Qualificações

• High school diploma or GED required.
• 2 years of working with the public and providing extraordinary client service.
• Investment knowledge and experience preferred.
• Must have experience with Word, Excel and Outlook.
• Strong written and verbal communication skills.
• High level of professionalism; strong organizational skills; detail-oriented.

Responsabilidades

• Greets clients and prospective clients in a professional, friendly and sincere manner.
• Processes new accounts, transfers, contributions and redemptions; verifies documents and makes revisions.
• Creates client meeting update books and reviews.
• Sends periodic client correspondence.
• Performs office coordination and administrative duties to maximize productivity.
• Manages calendars for Wealth Advisor(s) and office staff.
• Develops and maintains written systems of activities.
• Orders and handles office supplies and other operational tasks.
• Sorts and distributes mail and coordinates mailing of client paperwork.

Conhecimentos

Client service

Communication skills

Organization

Attention to detail

Multitasking

Interpersonal skills

Formação académica

High school diploma or GED

Ferramentas

Word

Excel

Outlook

Descrição da oferta de emprego

Citizens National Bank in Van Wert, OH is seeking an Investment Administrative Assistant to support the Wealth Management Group. The role requires on-site presence, handling day-to-day firm operations and ensuring timely, accurate client paperwork and processing.

The position emphasizes professional client service, account support, and coordination of meetings and communications to keep the office productive and compliant with banking standards.