Skip to main content

Administrative Assistant - Wealth Management - First National Bank - Ames, IA

Administrative Assistant - Wealth Management - First National Bank - Ames, IA -
Offers quite a lot of administrative and employees help providers to the Wealth Management Division.

Important Duties:



  • Assists to offer phone help, together with answering telephones, taking detailed messages, transferring calls to applicable employees, dealing with and/or researching routine requests.

  • Greets guests, assists guests when applicable or escorts to applicable individual.

  • Assists to organize minutes for wealth management division conferences and the month-to-month board report.

  • Supplies administrative help to monetary management division, together with scheduling conferences and/or appointments, making journey preparations and assembling informational supplies for conferences and/or seminars/lunches.

  • Performs quite a lot of clerical and administrative duties, typically of a confidential nature, together with submitting, copying/scanning, file and database upkeep, reconciling accounts and report preparation.

  • Assists wealth management advisors in account opening perform together with group of monetary supplies, handle modifications and preparation of data spreadsheets.

  • Keep shopper spreadsheets and information for medical advantages and bills.

  • Assists wealth management advisors with yr-finish tax group.

  • Maintains knowledge for private shopper gifting and different tax deductible bills.

  • Assists different staff/departments/branches to advertise teamwork and good communication.

  • Promotes a constructive picture locally.

  • Different duties as assigned.

Necessities:
Schooling & Expertise


  • Earlier Administrative Assistant expertise most popular.

  • Associates diploma in associated subject or Administrative Assistant Certification a plus.

Information, Expertise & Talents


  • Superior information of Microsoft Workplace (Phrase, Excel, Outlook).

  • Wonderful verbal and written communication expertise.

  • Demonstrated accuracy and a spotlight to element in earlier work historical past.

  • Work underneath strain and carry out a number of duties concurrently.

  • Capacity to work independently with minimal supervision or in teams.

  • Capacity to speak successfully with shoppers, employees, attorneys, and different professionals as

essential, to help the wealth management advisors.


  • Primary mathematical expertise.

  • Wonderful customer support expertise.

  • Wonderful organizational expertise.

Reporting to this place: No direct studies

Bodily Calls for & Work Setting: The bodily calls for and work surroundings traits described listed here are consultant of people who have to be met by an worker to efficiently carry out the important features of this job. Affordable lodging could also be made to allow people with disabilities to carry out the important features.



  • Bodily calls for: Whereas performing the duties of this job, the worker is incessantly required to take a seat. The worker should sometimes raise and/or transfer as much as 25 kilos. The worker will regularly use and speak on the phone and use a pc and different workplace gear.

  • Work setting: Whereas performing the duties of this job, the worker is ceaselessly situated inside an workplace constructing.

Further Info:
Hours:
Commonly Monday – Friday, eight:00 am to five:00 pm



CLICK HERE TO APPLY

Comments

Post a Comment

Popular posts from this blog

Internet Banking Specialist - Frost - San Antonio, TX

Internet Banking Specialist - Frost - San Antonio, TX - As a Internet Banking Specialist with Frost, you’ll be liable for enhancing and retaining the bank’s relationships with Internet Banking, Treasury Administration and Scholar Mortgage clients. Obligations will embrace creating new troubleshooting methods to help clients whereas utilizing the monetary software program; offering suggestions and evaluation relating to the purchasers on-line expertise, which incorporates attending focus group panels and introducing new concepts and features for the web site and on-line service; offering technical help and drawback fixing methods to help all strains of enterprise; and dealing with incoming calls and emails from inner and exterior clients with questions relating to My Frost, Money Supervisor, Scholar Mortgage inquiries and different monetary software program. The candidate will analysis on-line sources to acquire present and correct product info; work with all enterprise com...
Post a Comment
Read more

Central Point of Contact – Senior Supervision Manager - Large and Foreign Banking Supervision - Federal Reserve Bank of Chicago - Chicago, IL

Central Point of Contact – Senior Supervision Manager - Large and Foreign Banking Supervision - Federal Reserve Bank of Chicago - Chicago, IL - Central Point of Contact – Senior Supervision Manager – Large and Foreign Banking Supervision – 248596 Federal Reserve Bank of Chicago Main Location IL-Chicago Full-time / Half-time Full-time Worker Standing Common Additional time Standing Exempt Job Sort Skilled Journey Sure, 25 % of the Time Shift Day Job Job Sensitivity Tier II – No Credit score Verify Central Point of Contact – Senior Supervision Manager – Large and Foreign Banking Supervision Supervision and Regulation Division The Central Point of Contact (CPC) Senior Supervision Manager will handle the supervisory oversight of a big, complicated overseas monetary establishment. Important duties embrace the event and implementation of an efficient Large and Foreign Banking Group (LFBO) danger-targeted supervisory plan. Making certain well timed id...
Post a Comment
Read more

Accounting Clerk - ACCENT Hiring Group - Scottsdale, AZ

Accounting Clerk - ACCENT Hiring Group - Scottsdale, AZ - Accounting Clerk Scottsdale $15.50/per hour Scottsdale shopper in search of speedy and correct knowledge entry skilled who has labored with quite a lot of duties in an accounting division. Expertise may need been with AP, AR, Money Posting, and so forth. This can be a very quick paced setting and busy workplace. This place will hold you busy. Have to be skilled and have a minimal of two years work expertise in accounting. This can be a LONG time period temp place and and a direct begin. Job Sort: Full-time Wage: $15.50 /yr Required schooling: Highschool or equal Required expertise: accounting: 2 years » Apply Now Please evaluation all software directions earlier than making use of to ACCENT Hiring Group. APPLY THIS JOB HERE
Post a Comment
Read more