Investment Client Services & Admin Specialist

Cornerstone Bank NE; York (NE); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Vacation and Paid Time off Days

Paid Holidays

Life Insurance and Long Term DI

Family atmosphere

Job summary

Cornerstone Bank in York, NE is seeking an Investments Assistant to support the Investment Department and maintain client relationships. You will provide administrative support, schedule client meetings, and assist with opening investment accounts while upholding Cornerstone Bank's culture and values.

The role requires a high school diploma or equivalent, plus 1-3 years banking or related experience. Proficiency in Microsoft Office and strong attention to detail are essential.

Qualifications

• Equivalent to a high school education minimum.
• One year of post-secondary education in business or 1-3 years banking or related experience preferred.
• Working knowledge of personal computers and the suite of Microsoft Office products.
• Must be accurate and detail oriented. Ability to work in a team and independently.

Responsibilities

• Provide general administrative support for the Investment Department.
• Schedule appointments for prospect/clients.
• Assist with opening of investment accounts.
• Answer prospect/client inquiries.
• Process sale of commission and fee-based products.
• Maintain investment client files.
• Provide telephone/receptionist support for department.
• All other duties as assigned.

Skills

Customer service

Microsoft Office

Detail oriented

Teamwork

Communication

Education

High school diploma or equivalent

Post-secondary education in business

Job description

Cornerstone Bank in York, NE is seeking an Investments Assistant to support the Investment Department and maintain client relationships. You will provide administrative support, schedule client meetings, and assist with opening investment accounts while upholding Cornerstone Bank's culture and values.

The role requires a high school diploma or equivalent, plus 1-3 years banking or related experience. Proficiency in Microsoft Office and strong attention to detail are essential.