Investment Assistant I - Brokerage & Client Services

Thomaston Savings Bank in Thomaston, CT is seeking an Investment Assistant I to provide essential administrative support to the Investment brokers and team. The role involves preparing client illustrations, managing schedules, and coordinating with Financial Consultants and branches to deliver high-quality service.

The ideal candidate will be proficient with CRM systems, comfortable handling confidential client data, and able to support marketing campaigns and new procedures with Infinex and the