Wealth Administrative Assistant
Isabella Bank
Job Description
Job Description
Position Title: Wealth Administrative AssistantReports To: Wealth ManagerResponsibilities:
- Greet clients and answer phones.
- Assist clients with online account access.
- Open and sort mail.
- Balance Trust Accounts
- File paper and electronic documents.
- Reviews and pays clients bills.
- Prepares correspondence and client reports.
- Complete department mailings.
- Takes ownership of projects as needed.
- Other duties as assigned.
- High school diploma required.
- Associates degree in Finance, Accounting, or Business preferred.
- Business or office experience.
- Trust experience preferred
- Demonstrates good customer service
- Effectively work as a team member and independently
- Proficient in verbal and written communication skills
- Proficient computer skills
- Excellent attention to detail
Isabella Bank is an AA/EEO employer.
Vacancy posted 11 days ago
Similar jobs that could be interesting for youBased on the Wealth Administrative Assistant in Mount Pleasant, MI vacancy
- Job Description Job Description POSITION SUMMARY: Effectively lead the optical team to maximize sales, profit and customer service objectives. Supervise and perform optical operations that include dispensing of eyewear, patient care, setting strategic goals and ...SuggestedWork at officeFlexible hoursNight shiftWeekend workAfternoon shift
SVS Vision, Inc.
Mount Pleasant, MI3 days ago - ...procedures for branch software applications. Utilizes data to resolve operational problems; and identifies process improvements. Assists branches in customer service operations by orienting and coaching branch leadership. Serves as a resource for the Regional...Suggested
Isabella Bank
Mount Pleasant, MI2 days ago $15.73 per hour
...Job Description Job Description Overview Drive Success as an Assistant Manager at Our High-Energy Convenience Store! From customer service to operations, are you ready to be the steady hand that keeps our store energized and running strong on any shift?...SuggestedWeekly payRelocation packageShift workGPM Investments LLC
Mount Pleasant, MI9 days ago- ...will last for years to come and a career that will take you wherever you want to go. RESPONSIBILITIES Engineering Aides directly assist Construction Engineers in developing final construction plans. They are responsible for performing the pre-construction prep work...SuggestedPart timeOverseas
U.S. Navy
Mount Pleasant, MI4 days ago - ...Job Description Job Description We are seeking a Medical Assistant Receptionist to become a part of our team! You will perform routine administrative and clinical assignments to keep the medical facility running smoothly. Responsibilities: Handle all administrative...Suggested
HEALTH PARTNERS OF CENTRAL MICHIGAN
Mount Pleasant, MI23 days ago - ...team? Join KMG Prestige, where our motto to “Do the Right Thing”is not just words, it's who we are. We are seeking an Administrative Assistant in Mount Pleasant, MI who is highly detail-oriented, has a positive attitude, and is self-motivated. Administrative Assistants...Full time
- ...information to team members. Additionally, they help with specialized administrative functions to supplement the regional teams, Team Support... ...opportunity. Essential Duties and Responsibilities: - Assist with calling veterans for required information in order to schedule...Full timeContract workCurrently hiringRemote workWork from homeHome officeMonday to FridayShift work
Maximus
Mount Pleasant, MI2 days ago - Responsibilities Are you passionate about helping people succeed while delivering exceptional service experiences? We’re looking for motivated individuals to join our growing team as Customer Success Associates. In this role, you’ll build meaningful relationships with...Full time
McQuade Organization
Mount Pleasant, MI3 days ago - ...Friendly Support: Answer questions, address concerns, and ensure each client has a smooth and positive experience -Complete Enrollments: Assist clients in filling out applications and finalizing their benefits during scheduled meetings -Learn & Grow: Participate in ongoing...Remote jobFull time
McQuade Organization
Mount Pleasant, MI3 days ago $47.74k - $63.75k
Lumen is the trusted network for the AI‑powered world, connecting people, data, and applications through our expansive fiber network and connected ecosystem. We enable secure, high‑performance connectivity across cloud, edge, and AI workloads for enterprises, governments...Full timeTemporary workWork at officeRemote workWork from homeLumen
Mount Pleasant, MI2 days ago$18.46 per hour
...is seeking Spanish Bilingual Limited Service Customer Service Representatives for Virginia Medicaid, SNAP, and TANF Eligibility Assistance. We are seeking dedicated and empathetic Spanish Bilingual Limited Service Customer Service Representatives to assist Virginia...Minimum wageFull timeContract workTemporary workWork experience placementWork at officeRemote workHome officeMonday to FridayShift workMaximus
Mount Pleasant, MI4 days ago- Meet with clients virtually to understand their needs Advise clients on union-backed benefits and available options Guide clients through solutions that best fit their situation Build trust and maintain strong client relationships Stay organized with follow-ups...Full time
Zuzick Organization of Globe Life
Mount Pleasant, MI2 days ago $15 - $19 per hour
...photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career...Hourly payFull timePart timeWork experience placementLocal areaShift work- ...health insurance Free housing A retirement plan Paid training EDUCATION OPPORTUNITIES Navy College Program and Tuition Assistance Post-9/11 GI Bill, up to 100% tuition Professional credentials and certifications College credit hours toward a bachelor...Part timeOverseas
U.S. Navy
Mount Pleasant, MI4 days ago - ...& Inventory Control, Accounting, etc. # Communicates problems and potential problems to the appropriate Manager/supervisor, and assists in developing corrective solutions and verifies results through follow-up counts and audits. # May be required to perform other duties...
Alamo Group
Winn, MI2 days ago - ...to date on company services, procedures, and product knowledge to provide the best customer support possible Assist with general office and administrative tasks as needed Contribute to a positive customer experience and help build lasting customer relationships...Work at office
Mr. Rooter Plumbing of Mid Michigan
Mount Pleasant, MI9 days ago - Our company is looking to add multiple customer service positions to our growing team of remote representatives. This is a full time position with upwards mobility and the ability to work from home! We service union and association members by matching clients to the products...Weekly payFull timeLocal areaRemote workWork from home
Zuzick & Associates
Mount Pleasant, MI2 days ago - -No prior industry experience required -Meet with clients on Zoom to help deliver and explain their benefits -Explain options in a clear, simple, and relatable way -Use basic computer skills (email, Zoom, online systems) daily -Follow a proven process with training...Remote job
Zuzick Organization of Globe Life
Mount Pleasant, MI1 day ago - ...stories and develop public relations campaigns Conduct ship and base tours for high-profile individuals and foreign dignitaries Assist and work within oversight of Public Affairs Officers Senior MC Responsibilities Advise and prepare unit commanders for media...Full timeLocal areaOverseas
U.S. Navy
Mount Pleasant, MI4 days ago - ...not be used in determining compensation. Accommodations Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you...Remote jobFull timeContract workTemporary workHome officeShift work
Maximus
Mount Pleasant, MI3 days ago - ...Responsibilities As a customer service associate, you're in charge of ensuring an exceptional customer experience. You will greet customers, assist with purchases, build product displays that entice customer engagement, and be given opportunities to grow with the company if...Part timeFlexible hours
Barney Castle Oil
Rosebush, MI4 hours ago - ...and full benefits including vacation, sick leave, insurance, and retirement plans. ~ Clerk - Clerks sell stamps, handle mail, and assist customers with postal services. The Postal Service operates over 30,000 locations and delivers over 170 billion pieces of mail...
US Postal Service
Lake Isabella, MI3 days ago $25 - $35 per hour
...Goldman Advisors Group Mt Pleasant MI Job Title: Executive Assistant Location: Mount Pleasant, MI 48858 Employment Type:... ...detail-oriented Executive Assistant to provide comprehensive administrative and operational support to senior leadership. This position...Hourly payPart timeWork at officeFlexible hours- ...health insurance Free housing A retirement plan Paid training EDUCATION OPPORTUNITIES Navy College Program and Tuition Assistance Post−9/11 GI Bill, up to 100% tuition Professional credentials and certifications College credit hours toward a bachelor...Full timePart time
U.S. Navy
Mount Pleasant, MI1 day ago $16 - $21 per hour
...disability, this benefit may provide up to 16 weeks of paid time off for the birthing parent) ~ Up to $8K per year in tuition assistance ~ Discounts up to 50% off on Verizon products and services ~ Additional employee discounts on attractions, automotive, travel...Hourly payFull timeTemporary workWork experience placementSummer workImmediate startShift workWeekend workAfternoon shiftVerizon
Mount Pleasant, MI4 days ago- ...Participate in marketing efforts to solicit new business by promoting the brand inside and outside the store/retail location. Assist with all functions within a retail store in compliance with company policies and procedures. Ensure a clean, well-stocked store...Full timePart timeFlexible hoursShift work
Wild Bills Tobacco Staffing Llc
Mount Pleasant, MI4 hours ago $69k
Job Description Job Description This full-time position offers flexible work hours and ample opportunities for advancement into management roles. You will work remotely to serve clients and offer valuable advice and protection to individuals and their families. ...Remote jobFull timeWork from homeFlexible hoursHMG Careers
Mount Pleasant, MIa month ago- ...matter. Inquiries about the application of Title IX can be made to CMUs Title IX Coordinator, the US Department of Educations Assistant Secretary, or both. CMUs Title IX Coordinator can be reached at: Phone: (***) ***-**** Office: 103 E. Preston St. Bovee University...Full timeInternshipWork at officeLocal areaImmediate startFlexible hours
- Work Where You MatterAt Dollar General, our mission is Serving Others! We value each and every one of our employees. Whether you are looking to launch a new career in one of our many convenient Store locations, Distribution Centers, Store Support...
Dollar General
Rosebush, MI4 hours ago - ...shipment to the next destination. The Postal Service operates over 30,000 locations and delivers over 170 billion pieces of mail annually. Labor Services is a private employment service that offers assistance in gaining employment and is not affiliated with the USPS....
US Postal Service
Lake Isabella, MI4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Administrative Assistant. Be the first to apply!
Related searches
- administrative office technology Mount Pleasant, MI
- remote administrative Mount Pleasant, MI
- executive team executive assistant
- team administrator
- administrative assistant logistics
- property management administrative assistant
- administrative assistant
- advanced administrative assistant
- microsoft teams administrator
- healthcare administrative assistant