Administrative Assistant Wealth Management Group
MidAmerica National Bank · Macomb, IL · 4 mo ago
AdministrativeFull-time
Principal Duties and Responsibilities
- Prepare confidential correspondence and reports for Wealth Management Officers or Relationship Managers.
- Process daily transactions including posting of interest and dividend payments and the purchase and sale of securities.
- Prepare necessary trust documents and distribution checks, checking calculations for accuracy.
- Aid in research, compilation, and preparation of documents and reports for Trust Officers Committee and Directors Trust Committee as requested.
- Balance and reconcile daily control for the department and prepare daily sweep account activity spreadsheet.
Qualifications and Requirements
- High School Graduate or General Education Degree required.
- Up to one year of increasingly responsible clerical experience preferred, to provide clerical support functions, assistance with delegated administrative duties, and the background to exercise independent judgment.
- Proficiency with common Windows-based office software.
- Accuracy, confidentiality, tactfulness, and organization.
Benefits
MidAmerica National Bank offers a competitive compensation and benefits package.
Pay
Competitive compensation package is offered.
Schedule
The position is full-time.
Application Instructions
Qualified candidates should complete an application and submit a resume online.