Tower Trust & Investment Company · 5 hours ago
Administrative & Client Operations Specialist (Front Office / Marketing Support)
Davenport, IA
Full-time
Onsite
Entry, Mid Level
2+ years expTower Trust & Investment Company is hiring an Administrative & Client Operations Specialist to support front office operations, client onboarding, and administrative processes in a professional fiduciary environment. This role serves as the first point of contact for clients and visitors, providing essential support to ensure a smooth client experience and efficient office operations.
Financial Services
Hiring Manager
Tracy Schwind
Responsibilities
Greet clients and visitors in a professional and courteous manner
Answer and direct incoming phone calls
Respond to general client inquiries
Maintain a clean and organized reception area
Prepare account opening and asset transfer paperwork
Communicate with outside financial institutions regarding transfers
Track onboarding progress and provide client status updates
Follow up with new clients after the first statement
Assist with the preparation of Annual Investment Review materials
Support statement processing, closed account documentation, and record retention
Produce and distribute quarterly personal trading authorization letters
Handle confidential client and firm information accurately
Provide administrative support to senior leadership and investment staff
Schedule meetings and manage calendars
Attend monthly marketing meetings and prepare meeting notes
Assist with newsletters, client events, and direct mail/email campaigns
Qualification
Required
Strong organizational and communication skills
High attention to detail and accuracy
Professional demeanor and client-service mindset
Ability to manage multiple priorities
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
Preferred
Associate's or Bachelor's degree, or equivalent experience
2+ years of experience in financial services, banking, trust, estate, legal, or professional office environment
Experience with client onboarding, compliance-related documentation, or marketing coordination
Benefits
Health and Dental Insurance
Long-Term Disability and Life Insurance
401(k) with employer match (Traditional and Roth options)
Professional development opportunities
Predictable daytime schedule with limited after-hours work
Supportive, team-oriented work environment
Company
Tower Trust & Investment Company
Your goals are our priority. Let us assist you in building your financial future.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase