Investment Services Associate: Client Support & Admin

Kennebec-Savings-Bank; Augusta (ME); On-site; USD 29,000 - 40,000; Full time

Job summary

Kennebec Savings Bank is seeking an Administrative Assistant within the Investment Services Division to provide administrative and sales support for the Kennebec Wealth Management and IMT teams. The role requires strong organization, confidentiality, and customer-service skills to help deliver a superior client experience.

Responsibilities include supporting multiple teams, preparing client/prospect lists, coordinating meetings, and maintaining accurate records while ensuring regulatory and bank

Qualifications

• Bachelor's degree or equivalent work experience.
• 1 to 3 years of experience in the financial services industry preferred.
• Computer literate, with experience in word processing and spreadsheet applications.
• Highly organized, with absolute attention to detail.
• Team player, collaborative, and able to work with and through others.

Responsibilities

• Provide administrative and sales support to Investment Services Division and Wealth Management (KWM) and IMT teams.
• Interact courteously with customers and visitors; prepare correspondence; maintain files; schedule meetings and maintain calendars.
• Prepare client and prospect lists; assist with client meetings and materials for meetings.
• Support IMT team with administrative duties and client communications to enhance client experience.
• Ensure compliance with applicable laws, FINRA rules, and bank policies; maintain files accordingly.
• Attend meetings and training; perform other duties as required.

Job description

Kennebec Savings Bank is seeking an Administrative Assistant within the Investment Services Division to provide administrative and sales support for the Kennebec Wealth Management and IMT teams. The role requires strong organization, confidentiality, and customer-service skills to help deliver a superior client experience.

Responsibilities include supporting multiple teams, preparing client/prospect lists, coordinating meetings, and maintaining accurate records while ensuring regulatory and bank