Wealth Management Receptionist

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

Are you looking for an opportunity to provide essential support in a dynamic Wealth Management team and help deliver exceptional service to clients? At Security National Bank, if there is one belief we hold together as a team, it's that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take - every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life's interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we'd like you to advance your career with us at SNB.

We are searching for an individual who embodies our SNB brand and values to provide superior people-focused service, and maintain the office culture. As a first point of contact in the department, this individual must offer a high level of professionalism and integrity. as the hub of the Wealth Management department, providing administrative support that drives Wealth Management to functional excellence. Service Matters. We stand for excellent service and truly care about doing what's right. Our ideal candidate is a detail-oriented individual with exceptional organizational skills, who thrives in a fast-paced environment. If you love interacting with clients, and have a knack for keeping things running smoothly, we want to hear from you!

KEY RESPONSIBILITIES

Client Service & Reception

• Serve as the front desk receptionist by greeting and assisting clients and managing incoming departmental phone calls.
• Assist clients with general questions and direct inquiries to the appropriate Wealth Management team member.

Mail & Correspondence Management

• Manage mail services for the department.
• Analyze incoming correspondence, determine its significance, and distribute it to the appropriate team members.

Administrative & Clerical Support

• Prepare communications and provide clerical support to the Wealth Management Division as needed.
• Maintain organized records and assist with day-to-day administrative operations.

Projects & Additional Responsibilities

• Participate in special projects and initiatives as assigned.
• Provide additional support to the Wealth Management team as needed.

Required for this position: Excellent relationship-building, communication, customer service, and problem resolution skills. Strong attention to detail, ability to identify missing items, advanced organizational skills, strong oral and written communication skills, and demonstrated teamwork.

EDUCATION AND EXPERIENCE

• High school diploma or equivalent
• 2 years professional office experience
• Multiline phone system experience preferred
• Accuracy and meticulous attention to detail required
• Excellent oral, written, and interpersonal communication skills
• Ability to navigate multiple computer systems and programs with working knowledge of Microsoft Office
• Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed
• Team-oriented and the ability to work collaboratively across all levels of the organization
• Service-oriented, polite, and respectful
• Advanced problem-solving and analytical skills
• Ability to take direction and instruction and follow through independently until project completion

HOURS

Regular business hours, Monday through Friday.

BENEFITS

We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

ABOUT SECURITY NATIONAL BANK

Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis - and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what's right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.

Security National Bank is an Equal Opportunity, Aff…

Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.

LEARN MORE

https://www.snbonline.com/about/employment-opportunities

LOCATION

Sioux City, IA

Main Bank

Experience

Preferred

• 2 year(s): Multiline phone system experience

Education

Preferred

• High School or better

Skills

Preferred

• Accuracy
• Administrative
• Auditing
• Balancing
• Analytical
• Banking
• Communication
• Computer
• Customer Service
• Filing
• Finance
• Honesty
• Microsoft Office
• Self-motivated
• Problem Solving
• Teamwork
• Telephone
• Wealth Management

Behaviors

Preferred

• Dedicated: Devoted to a task or purpose with loyalty or integrity
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
• Enthusiastic: Shows intense and eager enjoyment and interest
• Loyal: Shows firm and constant support to a cause
• Team Player: Works well as a member of a group
• Thought Provoking: Capable of making others think deeply on a subject

Motivations

Preferred

• Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
• Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
• Growth Opportunities: Inspired to perform well by the chance to take on more responsibilityJob Security: Inspired to perform well by the knowledge that your job is safe
• Self-Starter: Inspired to perform without outside help
• Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.