Wealth Management Admin Assist

Job Responsibilities

• Prepares reports and presentation materials
• Receives and responds to correspondence
• Receives and directs visitors
• Schedules meetings
• Performs other duties as assigned
• Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
• Deliver a consistent, high level of service within our Serving More standards

• 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

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

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

Equal Opportunity Employer
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