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Platte Valley Companies · 1 month ago

Investment Staff Assistant I

Platte Valley Investment Center Inc., 1110 Circle Drive, Scottsbluff, Nebraska, United States of America

Full-time

Onsite

Mid Level

3+ years exp

Platte Valley Companies is seeking an Investment Staff Assistant to provide administrative support within their Investment Center. The role involves a variety of reception, secretarial, and clerical functions, ensuring efficient operations and client interactions.

BankingInsuranceLending

Responsibilities

Provide administrative support for the Investment Center Manager and Financial Advisor

Answer, respond and direct telephone calls promptly and professionally. Take messages as needed

Greet and schedule clients, typing, track, mail, and/or submit on-line all paperwork to Raymond James or directly to the corresponding annuity or Mutual Fund Company, order inventory of materials needed and any other administrative functions for the day to day operations of the investment center

Assists Raymond James audit personnel during their audit process and replies to the Branch Audit Response, with approval by the Branch Manager

Assist in arrangements for seminars, Open Houses or other events as requested

Process deposits via the Raymond James Check Deposit System. Prepares paperwork for deposits for direct accounts and overnights documents to the corresponding mutual fund company

Enter ACH and Check Requests via the Raymond James Money Movement System

Follow up on pending items and type corresponding notes in Client’s Relationship Management Center account

Scan all documentation to appropriate client accounts

Compile information and complete spreadsheets for quarterly reports which are forwarded to Branch Manager

Record the minutes at the quarterly Investment Center Board Meetings

Complete Statement Linking and Mutual Fund Linking through Raymond James Relationship Management Center

Research and prepare current market value portfolios for clients as requested

Print and mail birthday greetings each month to clients

Process mass mailings as requested by Investment Center Manager

Prepare letters for Required Minimum Distribution requirements and followup by correspondence or phone call until completed

Prepare monthly Trust Reconcilement

Other duties as assigned

Qualification

Administrative skillsCustomer service skillsCommunication skillsOrganizational skillsDecision-making skillsInterpersonal skillsTime managementProblem solvingTeam skillsConfidentiality

Required

High School diploma or equivalent

Three years of staff assistant experience

Possess effective customer contact and interpersonal skills

Possess effective oral and written communication skills (including telephone)

Must possess administrative and organizational skills

Must have the ability to work in high-pressure environment

Must be assertive and possess excellent decision-making abilities

General areas of competency: decision making, dependability, development, environmental safety, evaluation skills, prioritizing, problem solving, selling skills, team skills and time management

Ability to organize, maintain and file reports and records

Must be capable of working with and maintaining the confidentiality of sensitive information

Demonstrated aptitude to handle sensitive operational transactions and customer relationships

Professional appearance