Investment Operations Assistant - Seattle, WA

The Commerce Bank of Washington; Seattle (WA); On-site; Full time

Job summary

A leading bank in Seattle is seeking a dedicated administrative support professional to enhance client interactions and provide essential banking services. This role involves processing transactions, maintaining compliance files, and ensuring excellent customer service. The ideal candidate will have strong communication skills and a background in administrative functions. Join a supportive team that values long-term relationships and offers competitive benefits, including health insurance and paid time off.

Benefits

Medical, Dental and Vision Insurance

Life and Disability Insurance

Paid Time Off (PTO)

401(k) plan with company match

Tuition Reimbursement

Qualifications

• 2+ years experience in administrative and office support functions.
• Proficient knowledge of investment and banking products.

Responsibilities

• Provide customer service and administrative support to clients.
• Process transactions and maintain customer files.

Skills

Customer Service

Problem Resolution

Communication

Education

High School Degree or Equivalent

Tools

Microsoft Office

Job description

At the Commerce Bank of Washington, a division of Zions Bancorporation, we believe that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching professional, nonprofit and business organizations by providing them and their principals with highly personalized banking and financial services from experienced bankers committed to long-term banking relationships.

Essential Functions:

Responsible for providing customer service, clerical and administrative support to clients and investment staff.

Interacts with customers to handle inquiries, solve any operational problems or answer any related questions as required.

Responsible for processing transactions, new accounts transfers and orders.

Ensure that any account opened has the necessary and required information.

Maintains customer and compliance files.

Other duties as assigned.

Qualifications :

Requires High School Degree or Equivalent and 2+ yrs experience in administrative and office support functions, client interaction or other directly related experience.

Proficient knowledge of office or administrative functions, investment, banking and/or departmental products.

Strong customer service and interpersonal skills.

Ability to work with internal and external clients.

Strong problem resolution and communication skills, both verbal and written.

Working knowledge of company products/services and ability to respond to most inquiries in a timely manner.

Working knowledge of Microsoft Office software and other related business software.

Ability to process, audit and review client information.

Medical, Dental and Vision Insurance – START DAY ONE!

Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance

Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts

Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays

401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

Mental health benefits, including coaching and therapy sessions

Tuition Reimbursement for qualifying employees

Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $20 - $36 hourly, depending on job-related factors such as level of experience.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

Click here to view applicable Federal, State and/or local employment law posters.

My Profile

Create and manage profiles for future opportunities.

The Commerce Bank a division of Zions Bancorporation, N.A. Member FDIC