Administrative Assistant, Wealth Management

About the role

Assists with the administration of accounts, performing as directed by Administrators. Works in a team environment, people‑oriented, with day‑to‑day emphasis on clerical and analytical responsibilities to support Administrators. Provides secure, accurate, responsive, and courteous customer service to internal and external customers, maintaining strict confidentiality of customer and banking relationships. Acts as a trusted advisor, inspiring confidence and building lasting relationships.

Responsibilities

• Answers telephone calls and directs customers to appropriate areas.
• Prepares correspondence and reports as needed.
• Assists with the administration of client accounts: distributions, bill paying, fund transfers, addition of assets, opening and closing of accounts, and other account maintenance.
• Files, photocopies, researches, or obtains information as needed by clients and administrators.
• Maintains tax control worksheet for Administrators, coordinating tax‑return preparation and timely reporting of tax information to clients.
• Processes periodic customer statements and maintains audit control.
• Accurately prepares accounting entries, receipts, and other documents.
• Deals directly with clients where appropriate and helps meet their needs.
• Works with the Trust system for research and report generation.
• Reviews transactions and makes adjustments as necessary.
• Monitors account activity and consults with Administrators.
• Maintains account alerts and tasks for the Administrator’s calendar.
• Performs other duties as requested by supervisors or management representatives.
• Complies with all bank policies and procedures that are job‑related and/or consistent with business necessity.

Requirements

• Minimum two years of college with emphasis in banking or secretarial curriculum and three years secretarial/administrative experience with direct customer contact, or high school diploma/equivalent and five years secretarial/administrative experience in a banking environment with direct customer contact.
• Ability to effectively perform secretarial, clerical, and administrative activities that are confidential and may be complex.
• Strong follow‑up skills.
• Professional and courteous telephone manner when dealing with all types of customers and professionals.
• Capable of working with minimum supervision after adequate training.
• Ability to perform essential job functions with or without reasonable accommodation and without posing a direct threat to health and safety.

Physical Demands and Workplace Conditions

• Must be able to exert up to 20 lb of force occasionally, up to 10 lb frequently, and negligible force constantly to lift, carry, push, pull, or otherwise move objects within the immediate work station.
• Must be able to walk, sit, or stand frequently, up to 50 % of the time.
• Must tolerate atmospheric pollutants or allergens (fumes, odors, dust, poor ventilation) and temperature changes encountered when traveling between buildings and branches.
• Additional required attributes include finger agility, talking, and listening.