Investment Assistant I: Client Services & Admin Support

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

Benefits offered by this job

Health insurance

Paid time off

Paid holidays

Retirement savings with employer match

Tuition reimbursement

Disability coverage

Life insurance

Wellness resources

Exclusive-employee banking benefits

Job summary

Thomaston Savings Bank is seeking an Investment Assistant I to provide broad administrative support to the Investment brokers and team. The role reports to the Senior Investment Assistant and involves client file preparation, CRM maintenance, and ensuring high-quality service.

Responsibilities include coordinating client appointments, reviewing paperwork, and liaising with Infinex for campaigns and promotions, while maintaining strong branch collaboration and compliance with bank policies.

Qualifications

• Administrative support for Investment brokers and team.
• Prepare client appointment materials and transaction history.
• Schedule client reviews and maintain CRM records.
• Coordinate with Infinex program and marketing campaigns.

Responsibilities

• Client Appointment Preparation – update of client transaction history. Review files and highlights opportunities for additional business.
• Fields incoming telephone calls for the Infinex/Brokerage Program at Thomaston Savings Bank. Answers client questions and collaborates with Financial Consultants.
• Contact existing clients regularly. Schedule annual/semi-annual/quarterly reviews. Maintain CRM for service needs.
• Work with Infinex to implement procedures; liaise between TFS and marketing for campaigns, mailers, and branch promotions.
• Review client paperwork by Financial Consultants; forward documents and create/update client files.
• Direct existing clients – meet for service and sales needs including deposits, withdrawals, NIGO’s, and admin tasks.
• Communicate with branches regarding Financial Consultant schedules and referrals; update calendars.
• Collaborate with branch staff on training and high-value leads; ensure policy/regulatory compliance.

Job description

Thomaston Savings Bank is seeking an Investment Assistant I to provide broad administrative support to the Investment brokers and team. The role reports to the Senior Investment Assistant and involves client file preparation, CRM maintenance, and ensuring high-quality service.

Responsibilities include coordinating client appointments, reviewing paperwork, and liaising with Infinex for campaigns and promotions, while maintaining strong branch collaboration and compliance with bank policies.