The Administrative Assistant I supports the Wealth Advisory services, handles client accounts, prepares documentation, and assists with administrative tasks and events.
POSITION SUMMARY
Responsible for supporting the administrative assistant team in assigned region.
ESSENTIAL REQUIREMENTS
Responsible for supporting the administrative assistant team in assigned region.
ESSENTIAL REQUIREMENTS
- Serves as receptionist for Wealth Advisory services in Lafayette
- Prepares transactions on Trust system for client accounts.
- Updates paper and electronic files with updated client information.
- Picks up, delivers, and processes inter-office and U.S. Mail.
- Closes client accounts.
- Assists the Trust Team with the following:
- Handles recurring client bills for payment
- Updates paper and electronic files with updated beneficiary designation forms
- Assists the Estate Team and Trust Team with similar functions on an as needed basis
- Prepares account opening paperwork
- Updates and prepares investment policy statements
- Prepares and processes IRA distributions
- Prepares and processes Discretionary Distributions
- Maintains Excel spreadsheets
- Assists with client and prospect events, meetings, and phone calls
- Prepares accountings for court approved accounts
- Orders and maintains supplies
- Regular and predictable attendance is an essential requirement of the position.
- Responsible for the completion of all compliance training related to the position.
- Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
- One (1) or more years of related experience preferred.
- Excellent organizational skills required and ability to work independently.
- Prior data entry or clerical experience preferred.
- Pleasant and professional telephone skills.
- Prior general office experience helpful; including experience in operating scanner and copier.
- Working knowledge of Microsoft Excel and Word.
- Ability to handle multiple tasks in a fast-paced environment.
- Dependable, detailed oriented and a team player.
EDUCATION
High School Degree or GED required; 1 - 3 years’ college preferred.
TRAVEL REQUIREMENTS
Minimal or occasional travel for meetings, projects or training as needed.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, phone, and standard office equipment.
Top Skills
Excel
Microsoft Word
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