Investments Assistant

Cornerstone Bank; York (NE); On-site; USD 38,000 - 47,000; Full time

Benefits offered by this job

Vacation / PTO

Paid holidays

Life Insurance

Long-term disability

Family atmosphere

Job summary

Cornerstone Bank in York, Nebraska is seeking an Investments Assistant to provide administrative support for the Investment Department and deliver high-level customer service. Responsibilities include scheduling client appointments, assisting with investment account openings, handling inquiries, and processing sales of commission and fee-based products.

Minimum education is high school, with 1–3 years in banking or related experience preferred.

Qualifications

• Equivalent to a high school education minimum.
• One year of post-secondary education in business or 1-3 years banking experience preferred.
• Working knowledge of personal computers and the MS Office suite.
• Accurate and detail oriented; able to work in a team and independently.
• Strong ability to interact with customers, management and co-workers.

Responsibilities

• Provide general administrative support for the Investment Department.
• Schedule appointments for prospects/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 the department.
• All other duties as assigned.

Skills

Customer service

MS Office

Detail oriented

Teamwork

Communication

Education

High school diploma

Post-secondary business education

Tools

Microsoft Office Suite

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.