Security National Bank · 4 months ago
Wealth Management Administrative Assistant
Sioux City, IA
Full-time
Onsite
Entry Level
2+ years expSecurity National Bank is a locally owned bank founded in 1884, committed to integrity and exceptional service. They are seeking a Wealth Management Administrative Assistant to provide essential support to their Wealth Management team, ensuring smooth operations and superior client service.
BankingFinanceFinancial Services
Responsibilities
Serve as front desk receptionist by greeting and assisting clients and managing incoming departmental phone calls
Manage mail services for the department
Assist clients with general questions and direct inquiries to the appropriate WM team member
Analyze incoming correspondence to determine its significance and distribute it accordingly
Prepare communications and provide clerical assistance to the Wealth Management Division as needed
Special projects as assigned
Qualification
Required
Excellent relationship building, communication, customer service, and problem resolution skills
Strong attention to detail
Ability to identify missing items
Advanced organizational skills
Strong oral and written communication skills
Demonstrated teamwork
High school diploma or equivalent
2 years professional office experience
Accuracy and meticulous attention to detail
Excellent oral, written, and interpersonal communication skills
Ability to navigate multiple computer systems and programs with working knowledge of Microsoft Office
Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed
Team-oriented and the ability to work collaboratively across all levels of the organization
Service-oriented, polite, and respectful
Advanced problem-solving and analytical skills
Ability to take direction and instruction and follow through independently until project completion
Preferred
Multiline phone system experience
High School or better
Accuracy
Administrative
Auditing
Balancing
Analytical
Banking
Communication
Computer
Customer Service
Filing
Finance
Honesty
Microsoft Office
Self-motivated
Problem Solving
Teamwork
Telephone
Wealth Management
Dedicated: Devoted to a task or purpose with loyalty or integrity
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Enthusiastic: Shows intense and eager enjoyment and interest
Loyal: Shows firm and constant support to a cause
Team Player: Works well as a member of a group
Thought Provoking: Capable of making others think deeply on a subject
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
Job Security: Inspired to perform well by the knowledge that your job is safe
Self-Starter: Inspired to perform without outside help
Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
Benefits
Medical
Dental
Short and long term disability
Life insurance
Paid time off
A wellness program
A 401(k) savings plan at hire for future financial protection
Company
Security National Bank
Security National Bank is a banking services organisation located in Omaha.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Krysti Cunningham CRCM CERP
SVP, Chief Risk Officer
Scott Irwin
Senior Vice President & Chief Information Officer
Company data provided by crunchbase