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First National Bank of Hutchinson · 1 month ago

Administrative Assistant II- First Wealth Ma

Hutchinson, Hutchinson, KS, US

Full-time

Onsite

New Grad, Entry Level

$15/hr - $19/hr

First National Bank of Hutchinson is seeking an Administrative Assistant II to provide administrative support to the new business staff. The role involves ensuring superior service to customers, managing documentation, and assisting with various administrative tasks and client interactions.

Financial ServicesVenture Capital

Responsibilities

Assist answering incoming calls within the first two rings and greet customers with a smile

Provide phone coverage when other front desk staff are out or gone to lunch

Offer refreshments to clients and assist with client needs during meetings

Assist new business staff with capturing notes of customer meetings in customer folders on the network for documentation

Respond to questions and requests for information from staff

Communicate with trust customers to obtain signatures, coordinate requests with the administrator or relationship manager, make appointments, invite customers to events, etc

Work with management to create, track and provide department wide new business reporting including pipeline, calls/activities and new business revenue

Assist with arrangements for client events, marketing campaigns and marketing budget tracking

Prepare new account paperwork for brokerage customers and complete account set-up process on brokerage platform

Prepare account maintenance forms and monitor system for alerts

Assist with the preparation of account review and prospect meetings and presentations

Confirm all IRA RMDs are completed each year on the brokerage system

Contact customers to confirm appointments and facilitate signatures on necessary paperwork

Coordinate and complete requests for disbursements from brokerage customers and submit checks electronically to Raymond James for deposit

Communicate with mutual fund companies for fund direct accounts through our brokerage platform

Qualification

MS Office proficiencyClient servicing experienceCommunication skillsOrganizational skillsMultitaskDetail orientedWork under pressure

Required

Proficiency in MS Office with expertise in Outlook, Microsoft Word, PowerPoint and Excel (Microsoft Excel test will be administered as part of hiring process)

Ability to analyze and revise operating practices to improve efficiency

Detail oriented and comfortable working in a fast-paced office environment

Exceptional communication skills with a warm smile to greet customers

Superior organization skills and dedication to completing projects in a timely manner

Maintaining a clean desk area with no confidential information showing

High School Diploma required

Ability to manage multiple tasks and achieve deadlines under pressure

Ability to work overtime if needed

Must follow and maintain knowledge of policies and procedures and recognize the necessity for strict client confidentiality

Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information

Ability to proactively work with both clients and fellow team members

Ability to maintain a regular, predictable attendance