Wealth Management Admin Assist I

Description

JOB RESPONSIBILITIES

Prepares reports and presentation materials

Receives and responds to correspondence

Receives and directs visitors

Schedules meetings

Performs other duties as assigned

Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks

Deliver a consistent, high level of service within our Serving More standards

COMPETENCIES

Interpersonal/Customer Service Skills

Written and Verbal Communication

Ability to understand and follow directions

Adaptable to change

Basic Computer Skills

Ability to build collaborative relationships

Ability to work as part of a team

Organizational Skills/Detail Oriented

Analytical Thinking

Able to Multi-Task or Juggle Priorities

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

High School diploma or equivalent required

Minimum Years of Specialization Experience - 0-2 Years

ADDITIONAL INFORMATION

This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information. Equal Opportunity Employer

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.