Security National Bank ยท 4 months ago
Wealth Management Administrative Assistant
Sioux City, IA
Full-time
Onsite
Entry Level
2+ years expSecurity National Bank is a long-established institution that values integrity and exceptional service. They are seeking a Wealth Management Administrative Assistant to provide essential support to the Wealth Management team, ensuring smooth operations and superior client interactions.
BankingFinancial ServicesInsuranceSecurity
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 preferred
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 was chartered in 1884 in Sioux City, Iowa, and founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty and human connection.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Craig Mayo
Senior Vice President - Commercial Services / Chief Credit Officer
Company data provided by crunchbase