Investment Operations & Client Services Assistant

Sutton Bank; Mansfield (OH); On-site; USD 32,000 - 46,000; Full time

Job summary

Sutton Bank in Mansfield, OH is seeking an administrative support professional to assist an Investment Advisor. You will process transactions, prepare documents, maintain client files and coordinate meetings, with emphasis on accuracy and timely service.

Responsibilities include data entry, scheduling, client communications, and supporting marketing efforts while ensuring compliance with policies. Previous office experience and strong communication are valued.

Qualifications

• High school diploma or GED required.
• One year of office/administration experience or training.

Responsibilities

• Prepare paperwork and forms for client appointments.
• Assist Investment Representative for client meetings and review transactions.
• Create and maintain client files; audit documents for completeness and accuracy.
• Maintain updates and reminders in Sales Force Management.
• Coordinate marketing and client communications.
• Provide exceptional customer service and resolve issues.

Skills

Communication

Interpersonal skills

Multi-tasking

Problem-solving

Self-directed

Customer service

Education

High school diploma or GED

Tools

Salesforce Management

Ameriprise

Job description

Sutton Bank in Mansfield, OH is seeking an administrative support professional to assist an Investment Advisor. You will process transactions, prepare documents, maintain client files and coordinate meetings, with emphasis on accuracy and timely service.

Responsibilities include data entry, scheduling, client communications, and supporting marketing efforts while ensuring compliance with policies. Previous office experience and strong communication are valued.