Investments Assistant

Cornerstone Insurance Group; York (NE); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Vacation and Paid Time off Days

Paid Holidays

Life Insurance and Long Term DI

Family atmosphere

Job summary

Cornerstone Bank is seeking an Investments Assistant in York, NE. The role supports the Investment Department with administrative tasks, handles scheduling for prospects and clients, assists with opening investment accounts, and answers inquiries.

Responsibilities include processing sales of commission and fee-based products, maintaining client files, and providing reception support. A high school diploma and 1–3 years banking experience are preferred.

Qualifications

• Equivalent to a high school education minimum.
• 1 year of post-secondary education in business or 1-3 years banking or related experience preferred.
• Proficient in MS Office and PC literacy.
• Accurate, detail oriented, and able to work in a team and independently.
• Strong interpersonal skills with customers, management and co-workers.

Responsibilities

• Provide general administrative support for the Investment Department.
• Schedule appointments for prospect/clients.
• Assist with opening of investment accounts.
• Answer prospect/client inquiries.
• Process sale of commission and fee-based products.
• Maintain investment client files.
• Provide telephone/receptionist support for department.
• All other duties as assigned.

Skills

Customer service

Detail oriented

Communication

Teamwork

MS Office

Education

High school diploma or equivalent

Post-secondary education in business/banking

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Investments Assistant

York, NE, US

The Investment Assistant builds and maintains strong customer and employee relationships. Will assist with general administrative support for the Investment Department in an accurate and professional manner. Will provide unmatched customer service and exhibit and uphold Cornerstone Bank culture, core values and mission.

Job Duties:

Provide general administrative support for the Investment Department. Schedule appointments for prospect/clients. Assist with opening of investment accounts. Answer prospect/client inquiries. Process sale of commission and fee-based products. Maintain investment client files. Provide telephone/receptionist support for department. All other duties as assigned.

QUALIFICATIONS:

Equivalent to a high school education minimum. One year of post-secondary education in business or 1-3 years banking or related experience preferred. Working knowledge of personal computers and the suite of Microsoft Office products. Must be accurate and detail oriented. Ability to work in a team atmosphere and independently. Ability to interact effectively with customers, management and co-workers.

WE OFFER:

• Vacation and Paid Time off Days
• Paid Holidays
• Life Insurance and Long Term Disability Insurance
• Family atmosphere

Cornerstone Bank is an Equal Opportunity Employer/Veterans/Disabled.