Investment Services Administrative Assistant

Fremont Bank; Fremont, Northern (CA, KY); Hybrid; USD 40,000 - 56,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Tuition reimbursement

Job summary

Fremont Bank is seeking an Administrative Assistant – Investment Services to support Wealth Management operations in Fremont, CA. This role handles heavy phones, client inquiries, and document uploads for broker-dealer systems, reporting to the Operations Manager and VP.

The position requires discretion with confidential client information and coordination with advisors and vendors. Ideal candidates will be organized, service‑minded, and capable of multitasking in a fast-paced environment with

Qualifications

• High School Diploma or equivalent.
• Administrative experience is preferred but not required.
• Advanced proficiency with Word, Excel, PowerPoint and Internet Explorer.
• Strong communication and customer service skills.
• Organized and detail oriented.

Responsibilities

• Provide administrative support to Financial Advisors on all accounts.
• Perform client maintenance for accounts.
• Answer phones, copy documents, and prepare mail forms.
• Assist with client events and document follow-up.
• Process licensing steps for SIE, S7, S65 and Life/Health licenses.

Skills

Communication

Organized

Detail oriented

Problem solving

Self-starter

Team player

Education

High School Diploma

Tools

Microsoft Word

Excel

PowerPoint

Internet Explorer

Job description

Position Summary

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.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.

We offer:

• A people-first culture grounded in inclusion and excellence
• Deep community involvement and local reinvestment
• A mission-driven workplace where values and performance go hand in hand

The Fremont Bank Way

• Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
• No-Compromise Approach — we help clients get to "yes"
• Core Values:
  • Go above and beyond for clients
  • Foster a supportive and empowering environment for associates
  • Deeply invest in the well-being of our local community

Key Responsibilities

• 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

Qualifications & Skills

• 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

What Makes Fremont Bank Associates Thrive?

• Team Players who go above and beyond to support their colleagues
• Action-Oriented professionals who challenge the status quo and seek improvement
• Purpose-Driven individuals who understand and champion the bank’s community impact

Benefits Snapshot

Health & Wellness

• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA, Dependent Care, Health Savings)

Financial & Retirement

• Employee Stock Ownership Plan (ESOP)
• 401(k) with employer match
• Performance-based bonuses or incentives

Work-Life & Perks

• Paid holidays, vacation, and sick time
• Free personal checking and savings accounts
• Home loan rate discounts
• Tuition reimbursement and professional development resources
• On-site gym and discounted health club memberships
• Employee Assistance Program (EAP)

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.

Salary Range

The hiringsalaryrange isbased on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy.

Salary Range

USD $28.89 - USD $40.72 /Hr.

Employee Stock Ownership Plan (ESOP)

The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.

Note to Search Firms:

Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.