Investment Services Administrator

Job Description

Job Description

Job Responsibilities & Requirements

• The Investment Services Administrator provides comprehensive administrative support to the Investment Consultants and wealth management team
• This individual manages referrals, schedules client appointments, and processes client money movement requests such as deposits, withdrawals, wires, and journal entries
• This individual also supports account opening and maintenance, prepares required forms, and follows up on client inquiries to ensure timely and accurate service
• High school diploma or equivalent is required, college degree preferred

Professional Development & Career Advancement

• Your growth is our investment. Through mentorship, training, continuing education, and career development resources, you'll have the tools and support to reach your full potential.
• Average Years of Service at Northfield Savings Bank is above 9!
• Start your career in banking -- join the NSB Team!

Studies have shown that women and people of color are less likely to apply for jobs if they believe they do not meet every qualification. At NSB, our goal is to find the best candidate for the job and build a diverse, inclusive, and authentic workplace. We will consider an equivalent combination of knowledge, skills, education, and experience to meet qualifications. If you are excited about this role but your past experiences do not align perfectly, we still encourage you to apply! You may be a great candidate for this role or another open role we have.

Northfield Savings Bank is an Equal Opportunity Employer / Member FDIC / Equal Housing Lender

At Northfield Savings Bank, integrity isn’t just a value – it’s the foundation of everything we do. As a proud, long-standing local community bank, we’re committed to sustaining our independent Vermont roots and building relationships that last.
Here, you’re not just part of an energetic team that strives to strengthen our communities, but part of a mission to deliver honest, personal, and reliable financial services that people can count on when they need it most. If you’re looking for a place where each individual matters and decisions are made locally, you belong at Northfield Savings Bank!

Northfield Savings Bank is an Equal Opportunity Employer / Member FDIC / Equal Housing Lender.

Company Description

At Northfield Savings Bank, integrity isn’t just a value – it’s the foundation of everything we do. As a proud, long-standing local community bank, we’re committed to sustaining our independent Vermont roots and building relationships that last. \r\nHere, you’re not just part of an energetic team that strives to strengthen our communities, but part of a mission to deliver honest, personal, and reliable financial services that people can count on when they need it most. If you’re looking for a place where each individual matters and decisions are made locally, you belong at Northfield Savings Bank!\r\n\r\nNorthfield Savings Bank is an Equal Opportunity Employer / Member FDIC / Equal Housing Lender.