Wealth Administrative Assistant

Wealth Administrative Assistant

Position Title: Wealth Administrative Assistant

Reports To: Wealth Manager

Responsibilities:

• 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.

Qualifications

Education/Experience:

• High school diploma required.
• Associates degree in Finance, Accounting, or Business preferred.
• Business or office experience.
• Trust experience preferred

Skills:

• 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.