Wealth Management Investment Associate

Pioneer-Bank-; Rapid City (SD); On-site; USD 32,000 - 42,000; Full time

Job summary

Pioneer Bank in Rapid City, SD seeks a full-time, non-exempt administrative associate to support the Wealth Management department and lobby staff. You will handle incoming mail, prepare electronic copies, and maintain filing and compliance, while coordinating with brokers and auditors.

The role includes customer contact, meeting preparation, and providing information to customers as needed. Strong MS Office skills and excellent communication are required.

Qualifications

• High school diploma or equivalent.
• Intermediate level computer skills and Microsoft Office experience.
• Strong communication and customer service skills.

Responsibilities

• Assist Wealth Management and support bank lobby staff with customer contact as needed.
• Open, review and sort incoming mail and interoffice envelopes.
• Prepare, send and retain electronic copies of correspondence.
• Create new files, keep existing files up to date, and image documents into the electronic system.
• Complete forms from fund companies and coordinate with broker operations.
• Back up Financial Advisors with customers: gather information, monitor accounts, maintain compliance.
• Help prepare for meetings by updating agendas and assisting with account reviews.
• Greet customers and direct them to the appropriate Bank Representative; answer bank and Wealth Management phones.

Skills

Computer skills

Microsoft Office

Communication

Customer service

Education

High school

Job description

• Employee Type FT Non-Exempt
• Required Degree High school

Summary:

This position will be a combination of assisting the Bank’s Wealth Management Department and providing support to the bank lobby staff with customer contact as needed.

Open, review and sort incoming mail and interoffice envelopes.

Communicate with other professionals and customers on pending documents.

Prepare, send & retain electronic copies of correspondence.

Create new files, keep existing files up to date, and image all documents into the electronic system.

Complete various forms from fund companies

Work with customers to gather information or provide information as needed.

Become familiar with and strictly adhere to safekeeping and dual control procedures.

Work with Operations staff through our broker company in regard to items needed for accounts and questions.

Work with auditors and examiners.

Keep file comments up to date in a professional manner.

Backup for Financial Advisors with customers:

• Gather and relay information
• Monitor accounts
• Maintain compliance

Help prepare for meetings including updating agendas and assisting with account reviews as needed.

Coordinate parts of employee meetings:

• Set up for the conference including food, drink and getting handouts prepared.

Bank Representative:

Greet customers and help direct them to the correct Bank Representative.

Answer phones as needed for the bank, answer all calls for the Wealth Management Department

Qualifications:

• Intermediate level computer skills and Microsoft Office experience
• Strong communication and customer service skills