Wealth Management Front Desk Concierge

Security National Bank; Sioux City (IA); On-site; USD 21,000 - 28,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Disability insurance

Life insurance

Paid time off

Wellness program

401(k) at hire

Job summary

Security National Bank in Sioux City, IA seeks a detail-oriented receptionist/administrative assistant to support the Wealth Management team as the first point of contact for clients. You will manage front desk duties, handle inquiries, coordinate with Wealth Management professionals, and assist with mail, records, and day-to-day operations.

The role emphasizes professionalism, teamwork, and accurate, organized work.

Qualifications

• Required: high attention to detail and strong communication.
• Must be able to navigate multiple computer systems and programs.
• Experience in a Wealth Management or banking setting preferred.

Responsibilities

• Serve as front desk receptionist, greet clients, and manage departmental calls.
• Assist clients with general questions and direct inquiries to team members.
• Manage mail and distribute correspondence to the team.
• Prepare communications and provide clerical support.
• Maintain organized records and day-to-day operations.
• Participate in special projects and provide additional support as needed.

Skills

Accuracy

Administrative

Auditing

Balancing

Analytical

Banking

Communication

Computer

Customer Service

Filing

Finance

Honesty

Microsoft Office

Self-motivated

Problem Solving

Teamwork

Telephone

Wealth Management

Education

High School diploma

Tools

Multiline phone system

Job description

Security National Bank in Sioux City, IA seeks a detail-oriented receptionist/administrative assistant to support the Wealth Management team as the first point of contact for clients. You will manage front desk duties, handle inquiries, coordinate with Wealth Management professionals, and assist with mail, records, and day-to-day operations.

The role emphasizes professionalism, teamwork, and accurate, organized work.