Investment Services Administrative Assistant

Job Title: Investment Services Administrative Assistant

Location: Fremont, CA

Hiring Salary Range: $28.89 - $40.72 per hour

Position Summary

Fremont Bank - one of the Bay Area's most respected and long-standingfinancial institutions - is seeking a strategic, hands-on professional to joinand help advance our Investment Services team. This is a high-impactopportunity to contribute to the success of a mission-driven organizationcommitted to excellence, community service, and strong client relationships.

If you're energized by purpose-driven work, collaboration, and deliveringmeaningful results, we'd love to connect.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one of the oldest independently ownedbanks in the Bay Area and has been consistently recognized as a Top Workplacefor the past 15 consecutive years. Our foundation is built on relationships -with our clients, our associates, and our communities.

We offer:

• A people-first culture grounded in inclusion and excellence
• Deep community involvement and local reinvestment
• A mission-driven workplace where values and performance go hand in hand

The Fremont Bank Way

• Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
• No-Compromise Approach - we help clients get to "yes"
• Core Values:
  o Go above and beyond for clients
  o Foster a supportive and empowering environment for associates
  o Deeply invest in the well-being of our local community

Position Overview

The Administrative Assistant - Investment Services performs a wide variety of administrative support duties for the Wealth Management Operations Manager, Assistant Manager Investment Services and Vice President. Position entails heavy phones, customer contact and other support functions. Deals with confidential and sensitive documentation regarding client accounts. Interacts with bank associates, various personnel for the Broker Dealer insurance companies and department vendors. Handles questions and paperwork from clients and Financial Advisors, is the key person for uploading documents into the Broker Dealer system. Prepares various reports for the Operations Manager and Vice President. Performs other duties and assignments as needed.

Role and Responsibilities

• Provide administrative support to the Financial Advisors on all accounts
• Perform client maintenance for accounts
• Perform various support duties such as answering phones, copying documents, preparing overnight or express mail forms, etc.
• Assist with assigned Client Events
• Contact and follow up with clients on paperwork and needed documents
• Performs routine tasks independently
• Assist with necessary expense and internal reporting
• Initiate licensing process for SIE, S7, S66 & Life/Health Insurance Licenses

Minimum Qualifications

• High School Diploma or equivalent
• Administrative experience is preferred but not required
• Advanced proficiency with Microsoft Word, Excel, PowerPoint and Internet Explorer
• Problem solving skills, motivated self-starter, energetic, organized and detail oriented
• Excellent written and verbal communication skills
• Excellent customer service skills
• Innovative and ability to multi-task

What Makes Fremont Bank AssociatesThrive?

• Team Players who go above and beyond to support their colleagues
• Action-Oriented professionals who challenge the status quo and seek improvement
• Purpose-Driven individuals who understand and champion the bank's community impact

Benefits Snapshot

Health & Wellness

• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA, Dependent Care, Health Savings)

Financial & Retirement

• Employee Stock Ownership Plan (ESOP)
• 401(k) with employer match
• Performance-based bonuses or incentives

Work-Life & Perks

• Paid holidays, vacation, and sick time
• Free personal checking and savings accounts
• Home loan rate discounts
• Tuition reimbursement and professional development resources
• On-site gym and discounted health club memberships
• Employee Assistance Program (EAP)

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. We arecommitted to creating an inclusive environment for all employees, regardless ofrace, color, religion, sex, gender identity, sexual orientation, nationalorigin, age, disability, veteran status, or any other protected classification.

Salary Range

The hiring salary range for this position is $28.89 - $40.72 per hour,based on factors such as experience, skills, education, and internal equity.Compensation decisions are made in consideration of these factors and inalignment with Fremont Bank's compensation philosophy.

Employee Stock Ownership Plan (ESOP)

The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank tocontribute to the financial well-being of associates by making a contributionto their retirement account. In addition, the ESOP provides associates anopportunity to share in the growth and prosperity of Fremont Bank.

Note to Search Firms:

Fremont Bank does not accept unsolicited resumes from search firms oragencies without a signed service agreement. Unsolicited resumes will beconsidered the property of Fremont Bank, and no fees will be paid.