Administrative Assistant - Investments

Major Function:

Provides a variety of administrative and staff support services to the Investment Department.

Essential Duties:

• Provides administrative support to Investment department, including scheduling meetings and/or appointments, processing and distributing incoming mail, setting up new customer accounts, and assembling informational materials for meetings and/or seminars/lunches.
• Greets visitors, assists visitors when appropriate or escorts to appropriate person.
• Provides telephone support, including answering phones, taking detailed messages, transferring calls to appropriate staff, handling and/or researching routine requests, and support for other departments.
• Performs a variety of clerical and administrative duties, often of a confidential nature, including filing, copying/scanning, file and database maintenance, and ordering supplies.
• Prepares minutes for Investment department meetings and prepares the monthly board report.
• Provides Marketing support to the Investment department, including:
• Develop and manage a customer contact process to enhance the customer relationship.
• Develop and manage an onboarding program to engage new clients.
• Assists other employees, departments and branches to promote teamwork and excellent communication.
• Other duties as assigned.

Requirements:

Education & Experience

• Previous Administrative Assistant experience preferred.
• Associates degree in related field or Administrative Assistant Certification a plus.
• General knowledge of retirement accounts preferred.
• Completion of fingerprint/background check required.

Knowledge, Skills & Abilities

• Basic computer literacy, with knowledge of computer software (i.e. Microsoft Windows Operating System and Office applications).
• Well organized, accurate, and detail-oriented.
• Excellent verbal, non-verbal, and written communication skills.
• Ability to work under pressure and multi-task.
• Ability to work independently or in team environment.
• Strong reading, writing, and basic mathematical skills.
• Excellent customer service and interpersonal skills.

Regular Hours: 8:00am - 5:00pm Monday - Friday.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://fnb247.applicantlist.com/jobs/939548-203334.html