Administrative Assistant II - Wealth Management

Administrative Assistant II - Wealth Management

Location:

Billings, MT Downtown Tower branch.

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Child Care Assistance Program for eligible dependent(s).
• Exercise reimbursement program for employees.
• The health and happiness of the places we call home matter to us. Learn more about what we do for the communities we serve and why we want you to be a part of it.

Provides support to the First Interstate Wealth Management team that includes Trust and Investment services. This individual will primarily assist Trust Specialists, Investment Specialists and Wealth Advisors in the performance of their duties and servicing of their clients. They will also provide support and backup to other members of the Wealth Management team, as assigned. Affiliation with our broker dealer required and gained through successful background check and fingerprinting.

• Supports the account administration process as directed by the Supervisor.
• Contacts and schedules appointments, completes and finalizes call and file documentation, and initiates follow-up contacts.
• Works in a team‑focused environment and balances priorities for the benefits and progress of team objectives; remains flexible in a changing work environment.
• Initiates contact with existing customers to schedule appointments and gather information as needed.
• Greets and assists customers in person and by telephone in a professional and responsive manner consistent with First Interstate’s Wealth Management standards and guidelines.
• Processes daily business including, but not limited to, distributions, deposits and documentation.
• Sets up new accounts, maintains and updates existing accounts.
• Maintains and inputs data systems as required in a high‑quality and timely manner.
• Works on continuing education and regulatory training.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Affiliation with our broker dealer required and gained through successful background check and fingerprinting.

• Excellent interpersonal skills and ability to interface in person and via telephone.
• Ability to work independently and to prioritize projects and responsibilities.
• Ability to be flexible as priorities change and needs arise.
• Strong organizational skills and attention to detail.
• Ability to communicate effectively.
• Ability to partner and collaborate with others.
• Ability to properly prioritize workload and remain adaptable in time‑sensitive and pressure situations.
• Advanced computer skills, including Microsoft PowerPoint, Microsoft Word, Microsoft Excel, and the Internet.
• Self‑driven and motivated individual who is committed to First Interstate Bank's values.

• High School Diploma or General Education Degree (GED) required.
• 4‑6 years of administrative support experience preferred.

• Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently.
• Lifting - Occasionally (up to 10 lbs).
• Sitting - Frequently.
• Overtime - Subject to business need.
• Noise Level - Moderate.
• Typical Work Hours - M‑F (8‑5).
• Regular and Predictable Attendance - Required.