Wealth Investment Admin & Client Services

Van Wert Works; Celina (OH); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Generous Paid Time Off

Incentive Plan

Employee Stock Ownership Plan

Job summary

Citizens National Bank's CNB Wealth Management Group in the Van Wert and Celina market is seeking a dedicated Investment Administrative Assistant. This on-site role supports day-to-day office operations and ensures that client paperwork and processing are accurate, timely, and professional.

A typical day includes greeting clients, handling calls, processing accounts and transfers, preparing meeting updates, coordinating calendars, and maintaining written systems of activities.

Qualifications

• 2 years of working with the public and proficiency in providing extraordinary client service.
• Investment knowledge and experience preferred.
• Experience with Word, Excel and Outlook.
• Stellar written and verbal communication skills.
• High level of professionalism.
• Strong organizational skills.
• Attention to detail.
• Ability to read, analyze, and interpret general business material.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Greets clients and prospective clients professionally.
• Processes new accounts, transfers, contributions, redemptions, and beneficiary changes.
• Creates client meeting update books and reviews.
• Sends periodic client correspondence.
• Performs office coordination to maintain high productivity.
• Maintains calendars for Wealth Advisors and staff.
• Develops and maintains written systems of activities.
• Orders and manages office supplies and miscellaneous operational tasks.
• Sorts and distributes mail and coordinates client paperwork mailing.
• On-site presence and teamwork are required; adherence to attendance policy.

Skills

Client service

Communication

Organization

Attention to detail

Multitasking

Professionalism

Education

High School Diploma or GED

Tools

Word

Excel

Outlook

Job description

Citizens National Bank's CNB Wealth Management Group in the Van Wert and Celina market is seeking a dedicated Investment Administrative Assistant. This on-site role supports day-to-day office operations and ensures that client paperwork and processing are accurate, timely, and professional.

A typical day includes greeting clients, handling calls, processing accounts and transfers, preparing meeting updates, coordinating calendars, and maintaining written systems of activities.