Commercial Bank and Trust Company · 1 day ago
Operations Assistant
Paris, TN, US
Full-time
Onsite
New Grad, Entry LevelCommercial Bank and Trust Company is seeking an Operations Assistant to support LPL Financial Advisors and manage client relationships. The role involves performing transactions, maintaining client files, and ensuring compliance with guidelines.
BankingFinancial ServicesPersonal Branding
Responsibilities
Backs-up LPL Financial Advisors and LPL Operations Administrator
Performs transactions and maintenance in client accounts
Helps manage client relationships by answering phones and scheduling appointments
Maintains client files and records to keep in line with compliance guidelines
Maintains contact management system
Has helpful attitude with co-workers and customers
Employee has regular and prompt attendance
Strives to improve efficiency in his/her work area through cost savings
Performs other duties assigned by supervisor
Completes all training assigned by HR, IT, Compliance, BSA, LPL and supervisor on a timely basis
Follows IT Security Policies and Procedures, including the diligent reporting of phishing emails
Qualification
Required
Associate's degree
Two years' financial experience is a plus
Preferred
Excellent verbal and written communication skills
Proficient in Microsoft Office Suite or related software
Detail oriented
Excellent math skills
Company
Commercial Bank and Trust Company
Commercial Bank and Trust Company is a unique full-service bank, distinguished by its impeccable customer service and refined atmosphere.
Founded in 1877
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Brett L. Stoots, CPA
Chief Financial Officer
Carrie Birky
Risk Operations Director, BSA/OFAC Officer, Security Officer
Recent News
Arkansas Business — Business News, Real Estate, Law, Construction
2025-04-08
Company data provided by crunchbase