Investment Assistant I - Brokerage & Client Services

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

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