Investment Services Specialist: Client Support & Growth

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

Job summary

Kennebec Savings Bank is seeking an Administrative Support professional for the Investment Services Division, supporting both Kennebec Wealth Management and the Investment Management and Trust Teams. The role emphasizes confidential client interactions, detailed document handling, and cross-team collaboration.

Ideal candidates will have a Bachelor's degree or equivalent, 1–3 years in financial services, and strong computer skills.

Qualifications

• Customer service and administrative support experience.
• Highly organized with attention to detail and the ability to manage multiple tasks.
• Strong communication skills and teamwork oriented.

Responsibilities

• Provide backup administrative support to KWM and IMT teams.
• Interact with clients in a courteous, confidential manner and coordinate meetings.
• Assist with maintaining files, preparing materials, and client communications.

Skills

Customer service

Organization

Team collaboration

Communication

Education

Bachelor's degree or equivalent

Tools

Word processing

Spreadsheets

Job description

Kennebec Savings Bank is seeking an Administrative Support professional for the Investment Services Division, supporting both Kennebec Wealth Management and the Investment Management and Trust Teams. The role emphasizes confidential client interactions, detailed document handling, and cross-team collaboration.

Ideal candidates will have a Bachelor's degree or equivalent, 1–3 years in financial services, and strong computer skills.