Jobs · Finance · North Carolina

Wealth Management Admin Assist

Park National Bank · Charlotte, NC · 3 wk ago
On-siteFinanceFull-time

Job Responsibilities

  • Prepares reports and presentation materials
  • Receives and responds to correspondence
  • Receives and directs visitors
  • Schedules meetings
  • Performs other duties as assigned

Competencies

  • Interpersonal/Customer Service Skills
  • Written and Verbal Communication
  • Ability to understand and follow directions
  • Adaptable to change
  • Basic Computer Skills
  • Ability to build collaborative relationships
  • Ability to work as part of a team
  • Organizational Skills/Detail Oriented
  • Analytical Thinking
  • Able to Multi-Task or Juggle Priorities

Education & Experience

  • High School diploma or equivalent required
  • Minimum Years of Specialization Experience - 0-2 Years

Additional Information

  • This position must be able to remain in a stationary position a minimum of 75% of the time
  • Constantly operate a computer
  • Be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information

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