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Form of workJob Description
This position will be working with investment representatives. This position ensures that all new investments comply with policy, audit procedures, federal regulations and Bank standards. Additionally, this position maintains renewals, financial tracking and exception clearing. Coordinates with account officers, customers, and other operational areas of the bank to produce efficient and accurate service and maintenance.
JOB REQUIREMENTS- Experience working in an investments office is preferred
- Experience in financial services preferred
- High school diploma or equivalent
- Good interpersonal communication and computer skills
- Ability to work independently
- Ability to work under time constraints
- Excellent organizational skills
- Outstanding customer service skills
- Strong working knowledge Excel and Word skills
- Opening, sorting and distributing incoming faxes, emails, and other correspondence
- Provide general administrative support
- Performing office duties that include ordering supplies
- Answering phones and routing calls to the correct person or taking messages
- Handling basic bookkeeping tasks
- Filing and retrieving corporate records, documents, and reports
- Cultivating client relationships
- Assist financial advisor with client support and time management
- Handle financial operational problems, such as issues with statements and transactions
- Scheduling for advisors
- Account Opening
- Monthly performance reporting
- Prepare for client meeting and reviews
- Check processing
- Required compliance reporting
- Keep up with all licensing and requirements for all licensed representative
This job has no direct supervisory responsibilities.
PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit, stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision and ability to adjust focus.
WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employee is required to maintain a valid driver’s license and provide own reliable transportation. This position requires travel within a 100 mile radius.
