Investment Assistant I

Thomaston Savings Bank; Thomaston (CT); On-site; USD 31,000 - 47,000; Full time

Job summary

Thomaston Savings Bank in Thomaston, CT is seeking an Investment Assistant I to provide essential administrative support to the Investment brokers and team. The role involves preparing client illustrations, managing schedules, and coordinating with Financial Consultants and branches to deliver high-quality service.

The ideal candidate will be proficient with CRM systems, comfortable handling confidential client data, and able to support marketing campaigns and new procedures with Infinex and the

Qualifications

• Experience providing broad administrative support in financial services.
• Ability to manage client files, schedules and CRM records.
• Comfort with brokerage processes and collaboration with consultants.

Responsibilities

• Prepare client illustrations and review files for opportunities.
• Answer client questions and coordinate with Financial Consultants.
• Manage CRM and schedule reviews with clients and branches.
• Support marketing campaigns and new procedures with Infinex.
• Handle client paperwork and create/update client files.
• Assist with service and sales tasks, deposits, withdrawals, and NIGO issues.

Skills

Administrative support

Customer service

Communication

Tools

CRM database

Infinex platform

Brokerage program

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regular Full-Time 5A - Administrative Thomaston, CT, US

Salary Range: $22.57 To $33.85 Hourly

Thomaston Savings Bank is actively seeking individuals who share our passion for making a difference in the lives of our clients and communities. If you're a team player with a dedication to delivering exceptional service, a knack for finding creative solutions, and a commitment to giving back, we encourage you to explore our career opportunities. So, if you're ready to join a team that's making banking refreshingly different, we invite you to discover your future with Thomaston Savings Bank!

Job Title: Investment Assistant I
Job Category:Full -Time

Role:This position is accountable for providing a broad range of administrative support to the Investment brokers. The Investment Assistant I reports to the Senior Investment Assistant.

Major Duties and Responsibilities

• Client Appointment Preparation – update of client transaction history. Review files and highlights opportunities for additional business. Prepare hypothetical illustrations, college, retirement, and estate planning, insurance quotes as needed by the Financial Consultant(s).
• Fields incoming telephone calls for the Infinex/Brokerage Program at Thomaston Savings Bank. Answers client questions whenever possible. Research and discuss with Financial Consultants any complex issues. Works closely with Financial Consultants to resolve issues and provide high quality customer service. Address any maintenance or operational issues involving client accounts.
• Contact existing clients on a regular basis. Schedule annual, semi-annual or quarterly reviews as required. Manages CRM database for service of specific client needs. Review files and update status as necessary.
• Works closely with Infinex to implement new procedures and business practices on an ongoing basis per Infinex training and business development departments while acting as liason between TFS and marketing to develop and implement campaigns, mailers and branch promotions.
• Review all client paperwork completed by Financial Consultant (s). Forward all documents as required. Create client files and update as necessary.
• Direct existing clients – Meet with existing clients for service and sales issues including additional deposits, withdrawals, NIGO’s, and any other necessary administrative tasks.
• Communicate with branches regarding Financial Consultant(s) schedule. Schedules appointments that come in as referrals from the branches and wholesalers. Maintains Financial Consultant(s) calendar updates as to meetings with product partners, client appointments, etc.
• Work closely with branch staff to provide high quality customer service. Assist branch staff with training and developmental needs relative to the overall program and making high value leads.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Build a rewarding career with a Bank that invests in your success. Full-time opportunities offer a comprehensive benefits package that includes health insurance, paid time off, paid holidays, retirement savings with employer match, tuition reimbursement, long and short-term disability coverage, life insurance, wellness resources, and exclusive-employee banking benefits. Ready to take the next step?