Wealth Management Admin Assist I

Job 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 a...