Centennial Bank · 9 hours ago
Administrative Assistant II - Investments
Amarillo, Texas, United States
Full-time
Onsite
Mid, Senior Level
5+ years expCentennial Bank is seeking an Administrative Assistant II - Investments to support their financial advisory practice. The role involves providing administrative support, managing client inquiries, and ensuring the practice operates efficiently according to Ameriprise Financial guidelines.
BankingFinanceFinancial Services
Responsibilities
Work closely with the EVP/Chief Operations Officer to provide executive support. This duty is performed annually
Provide administrative support to senior officers by completing tasks, managing inquiries, maintaining client accounts. This duty is performed as needed, about 10% of the time
Set up meetings, conferences, client seminars and conference calls. This duty is performed daily, about 10% of the time
Maintain bank files for branches including but not limited to correspondence, contracts, audit reports, and insurance. This duty is performed daily, about 10% of the time
Manage and maintain all bank policy information, ensuring data is up to date and current. This duty is performed annually
Coordinates and manages correspondence such as letters, memos, copies, faxes, overnight mail, etc. This duty is performed as needed, about 15% of the time
Ensure client calls are resolved accurately and efficiently, including but not limited to accepting or furnishing information and client questions. This duty is performed daily, about 15% of the time
Oversee local branch equipment maintenance needs and assist when required. This duty is performed annually
Provide clients with financial planning needs and provide guidance under direction of Advisor. This duty is performed daily, about 30% of the time
Coordinate and provide assistance with bank events. This duty is performed monthly, about 10% of the time
Determines customers financial services needs and prepares proposals to sell services in absence of the Advisor. This duty is performed as needed
The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily
Completes required BSA/AML training and other compliance training as assigned
Perform any other related duties as required or assigned
Qualification
Required
Broad knowledge of such fields as accounting, marketing, business administration, finance, etc
Equivalent to a four year college degree, plus 5 years related experience and/or training, or equivalent combination of education and experience
Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization
Ability to read, analyze, and understand general business/company related articles and professional journals
Ability to speak effectively before groups of customers or employees
Ability to write reports, business correspondence, and policy/procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Ability to read, analyze, and understand common scientific and technical journals, financial reports, and legal documents
Ability to respond to complex or difficult inquiries or complaints from customers, regulatory agencies, or members of the business community
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to apply concepts such as fractions, ratios, and proportions to practical situations
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Five (5) years of related experience in the Investment Services or Insurance industry and/or Series 7 License
Preferred
Series 7 license
Company
Centennial Bank
Centennial Bank offers businesses, investors, and municipalities a wide range of commercial, retail banking, and related financial services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Arlene Lovelace
SVP, Chief Human Resources Officer
Brandon Cass
SVP, Chief Information Security Officer
Recent News
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