Investment Services Administrative Assistant

Fremont Bank; Fremont (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

Fremont Bank in California seeks an Administrative Assistant to support Investment Services within Wealth Management Operations. The role handles heavy phone contact, client paperwork, and confidential documents, assisting Financial Advisors and the Operations Manager.

You will perform client maintenance, prepare reports, support events, coordinate licensing (SIE, Series 7, 65, Life/Health), and manage daily admin tasks with accuracy.

Qualifications

• High School Diploma or equivalent.
• Administrative experience is preferred but not required.

Responsibilities

• Provide administrative support to Financial Advisors on all accounts.
• Perform client maintenance for accounts.
• Perform routine support tasks such as answering phones, copying documents, and preparing overnight/express mail forms.
• Assist with assigned Client Events.
• Contact and follow up with clients on paperwork and needed documents.
• Performs routine tasks independently.
• Assist with necessary expense and internal reporting.
• Initiate licensing process for SIE, S7, S65 & Life/Health Insurance Licenses.

Skills

Problem solving

Self-motivation

Communication skills

Customer service

Multi-tasking

Detail oriented

Organized

Education

High School Diploma

Tools

Microsoft Word

Excel

PowerPoint

Internet Explorer

Job description

The Administrative Assistant - Investment Services performs a wide variety of administrative support duties for the Wealth Management Operations Manager, Assistant Manager Investment Services and Vice President. Position entails heavy phones, customer contact and other support functions. Deals with confidential and sensitive documentation regarding client accounts. Interacts with bank associates, various personnel for the Broker Dealer insurance companies and department vendors. Handles questions and paperwork from clients and Financioal Advisors, is the key person for uploading documents into the Broker Dealer system. Prepares various reports for the Operations Manager and Vice President. Performs other duties and assignments as needed.

• Provide administrative support to the Financial Advisors on all accounts
• Perform client maintenance for accounts
• Perform various support duties such as answering phones, copying documents, preparing overnight or express mail forms, etc.
• Assist with assigned Client Events
• Contact and follow up with clients on paperwork and needed documents
• Performs routine tasks independently
• Assist with necessaary expense and internal reporting
• Initiate licensing process for SIE, S7, S65 & Life/Health Insurance Licenses
• High School Diploma or equivalent
• Administrative experience is preferred but not required
• Advanced proficiency with Microsoft Word, Excel, PowerPoint and Internet Explorer
• Problem solving skills, motivated self-starter, energetic, organized and detail oriented
• Excellent written and verbal communication skills
• Excellent customer service skills
• Innovative and ability to multi-task