Administrative Assistant

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Job description

As an Administrative Associate, you will handle communication with clients and prospects, paving the way for successful interactions at all levels of the Bank.

What you'll do as an Administrative Associate:

• Oversee positive client interactions, including scheduling client-related appointments and coordinating client mailings and invitations to company events.
• Handle administrative tasks: assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail.
• Research and respond to client inquiries; escalate issues as appropriate.
• Assist in preparing presentation materials for prospect and client meetings.
• Coordinate new account opening by developing client profiles.

You could be a great fit if you have:

• A commitment to provide superior client service and the desire and ability to work in an often unstructured, team-based environment.
• A demonstrated ability to earn the trust and respect of clients and peers, with a high level of personal and professional integrity.
• Excellent written and verbal communication and relationship-building skills, coupled with an ability to think critically and anticipate issues.
• Proficiency in Microsoft Office.
• An interest in developing a career in financial services, with a knowledge of investments or the financial planning process preferred.