Investment Services Admin & Client Concierge - Entry Level

First Bank (FBNC); Salisbury (NC); On-site; USD 35,000 - 45,000; Full time

Job summary

A regional bank in North Carolina is seeking an Investment Services Office Administrator I to provide administrative support to financial consultants. Responsibilities include coordinating office activities, handling routine client interactions, and maintaining client documentation. The ideal candidate has a high school diploma and a background in a business environment. This is a full-time entry-level position offering opportunities for growth.

Qualifications

• High school diploma or GED; or equivalent combination of education and experience.
• Experience in a business environment.
• Knowledge of banking services for referrals.

Responsibilities

• Coordinate brokerage office activities to support financial advisors.
• Maintain current client paperwork as per regulations.
• Interact daily with clients, handling basic inquiries.

Skills

Customer service

Appointment scheduling

Problem-solving

Attention to detail

Education

High school diploma or GED

Job description

A regional bank in North Carolina is seeking an Investment Services Office Administrator I to provide administrative support to financial consultants. Responsibilities include coordinating office activities, handling routine client interactions, and maintaining client documentation. The ideal candidate has a high school diploma and a background in a business environment. This is a full-time entry-level position offering opportunities for growth.