Investment Center Admin & Client Services Specialist

The-Fnb-Community-Bank; Vandalia (IL); On-site; USD 23,000 - 32,000; Full time

Job summary

The FNB Community Bank in Vandalia, IL is seeking an Investment Center Assistant. This full-time, hourly position supports the Trust Department and Investment Center, handling clerical tasks and customer interactions with a focus on accuracy and discretion.

Responsibilities include maintaining account records, preparing checks, producing reports, and assisting Financial Advisors and Customer Services. A strong service mindset and regulatory comprehension are essential in this role.

Qualifications

• Associate's degree or high school education with office or financial services experience preferred.
• Strong customer service and communication skills.
• Ability to read and comprehend regulatory material related to job area.

Responsibilities

• Carry out clerical and administrative duties for the Trust Department as directed by the Assistant Trust Officer.
• Support Financial Advisors, Investment Center, and Customer Services.
• Create and maintain account records and files; prepare checks and administer accounts.

Skills

Customer service

Interpersonal skills

Detail oriented

Communication skills

Regulatory reading

Education

Associate's degree or HS with finance/office experience

Tools

Office software

Job description

The FNB Community Bank in Vandalia, IL is seeking an Investment Center Assistant. This full-time, hourly position supports the Trust Department and Investment Center, handling clerical tasks and customer interactions with a focus on accuracy and discretion.

Responsibilities include maintaining account records, preparing checks, producing reports, and assisting Financial Advisors and Customer Services. A strong service mindset and regulatory comprehension are essential in this role.