Wealth Management Receptionist

About the role

At Security National Bank, we believe everything matters—from the words we say to the decisions we make. We’re looking for someone who shares our commitment to exceptional, people-focused service and who will help maintain our office culture as the first point of contact in the Wealth Management department. If you thrive in a fast-paced environment, love interacting with clients, and take pride in keeping things running smoothly, we want to hear from you.

Responsibilities

• Serve as the front desk receptionist: greet and assist clients and manage incoming departmental phone calls
• Assist clients with general questions and direct inquiries to the appropriate Wealth Management team member
• Manage mail services for the department: analyze incoming correspondence, determine its significance, and distribute it to the appropriate team members
• Prepare communications and provide clerical support to the Wealth Management Division as needed
• Maintain organized records and assist with day-to-day administrative operations
• Participate in special projects and initiatives as assigned
• Provide additional support to the Wealth Management team as needed

Requirements

• High school diploma or equivalent
• 2 years of professional office experience
• Multiline phone system experience preferred
• Accuracy and meticulous attention to detail required
• Excellent oral, written, and interpersonal communication skills
• Ability to navigate multiple computer systems and programs with working knowledge of Microsoft Office
• Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed
• Team-oriented and the ability to work collaboratively across all levels of the organization
• Service-oriented, polite, and respectful
• Advanced problem-solving and analytical skills
• Ability to take direction and instruction and follow through independently until project completion

Benefits

• Medical, dental, short- and long-term disability, and life insurance
• Paid time off and a wellness program
• 401(k) savings plan available at hire