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Jobs · Administrative · Indiana

Investment Administrative Assistant

Centier Bank · Valparaiso, IN · 6 days ago
Administrative$19/hrFull-time

Essential Duties And Responsibilities

  • Provide telephone coverage which includes communication with clients to determine purpose of the call.
  • Answer client questions and assist with their needs without an Officer present taking ownership and responsibility for completion of service related issues within compliance of non-licensed position.
  • Prepare written correspondence to clients and submit to OSJ for approval.
  • Order and maintain office supplies and literature.
  • Use NuPoint for referral tracking.
  • Keep track of monthly sales.
  • Greet and assist walk-in clients at the Investment Center.
  • Prepare new account folders and client information.
  • Data entry and file maintenance.
  • Ensure recording keeping compliance.
  • Secretarial support.
  • Help implement marketing campaigns.
  • Check all daily paperwork for completeness and accuracy before submission.

Knowledge, Skills, And Abilities

  • Detail oriented.
  • Strong organizational skills.
  • Strong client service skills, particularly over the phone.
  • Advanced computer skills with Microsoft Office and Internet Explorer.

Minimum Qualifications

  • A High School Diploma or equivalent.
  • Administrative experience in the investment field is preferred.
  • Banking/teller experience desired.

Summary

Performs administrative duties for the Senior Investment Executive, Investment Executive, OSJ Operations Manager, or Administrative Assistant Level II.

Perks

  • Access to our Marathon Health Clinics which provide FREE visits & prescriptions.
  • Generous Paid Time Off benefit.
  • Tuition Reimbursement.
  • 401K match.
  • Associate Stock Ownership Plan.
  • Daycare Reimbursement.
  • FREE Onsite Fitness Center/Fitness Reimbursements.
  • Health and Wellness Programs.
  • The ability to have a voice with our Diversity/Equity/Inclusion Council.
  • Career Growth.
  • Work/Life Balance.
  • AND MORE.

What do I do now?

Apply with us! Refer this opening to others!

Disability Accommodation Statement

Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at hrcareers@centier.com.

Equal Opportunity Employer/Disability/Veteran

Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Member FDIC

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