Investment Services Administrative Assistant
About the role
The Administrative Assistant – Investment Services supports the Wealth Management Operations Manager, Assistant Manager Investment Services, and Vice President. Duties include handling phones, customer interactions, and supporting various personnel and vendors. Responsibilities also involve managing client accounts, preparing reports, and performing administrative tasks.
Responsibilities
- Provide administrative support to Financial Advisors on all accounts
- Perform client maintenance for accounts
- Support duties such as answering phones, copying documents, preparing overnight or express mail forms, etc.
- Aid with assigned Client Events
- Contact and follow up with clients on paperwork and needed documents
- Perform routine tasks independently
- Assist with necessary expense and internal reporting
- Initiate licensing process for SIE, S7, S65 & Life/Health Insurance Licenses
Requirements
- High School Diploma or equivalent
- Administrative experience is preferred but not required
- Advanced proficiency with Microsoft Word, Excel, PowerPoint, and Internet Explorer
- Problem-solving skills, motivated self-starter, energetic, organized, and detail-oriented
- Excellent written and verbal communication skills
- Excellent customer service skills
- Innovative and ability to multi-task
Qualifications & Skills
- High School Diploma or equivalent
- Administrative experience is preferred but not required
- Advanced proficiency with Microsoft Word, Excel, PowerPoint, and Internet Explorer
- Problem-solving skills, motivated self-starter, energetic, organized, and detail-oriented
- Excellent written and verbal communication skills
- Excellent customer service skills
- Innovative and ability to multi-task
Benefits
Fremont Bank offers a full-service banking experience with comprehensive financial solutions, advanced technology, and exceptional service. Benefits include:
- Health & Wellness: Medical, dental, and vision insurance, Flexible Spending Accounts (FSA, Dependent Care, Health Savings), Employee Stock Ownership Plan (ESOP)
- Financial & Retirement: 401(k) with employer match, Performance-based bonuses or incentives
- Work-Life & Perks: Paid holidays, vacation, and sick time, Free personal checking and savings accounts, Home loan rate discounts, Tuition reimbursement and professional development resources, On-site gym and discounted health club memberships, Employee Assistance Program (EAP)
Pay
The hiring salary range is based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Salary Range: USD $28.89 - USD $40.72 /Hr.
Schedule
Not specified