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Investment Services Assistant

3 months ago


Saint Charles, Missouri, United States First Security Bank & Trust Full time
Job Listing: Investment Services Assistant at First Security Bank and Trust

We are searching for a diligent and forward-thinking individual who excels in a dynamic setting. The perfect candidate will showcase a keen interest in investment service sales and a strong eagerness to expand their expertise within the financial services sector. Exceptional communication abilities and a high degree of professionalism are vital for success in this position.

POSITION SUMMARY: Carries out administrative and business development support for the Investment Services Department at First Security Bank and Trust. Manages fundamental accounting tasks for the Investment Services Department. Aids clients of First Security Investment with service inquiries.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Assists clients by addressing inquiries about the products and services provided by First Security Investment Services. Describes and endorses the most suitable products/services for the client's requirements.
  • Supports Investment Services clients with service requests as necessary.
  • Offers administrative assistance for the Investment Services Department. Executes various administrative duties such as customer correspondence, compilation of client reports, and record maintenance.
  • Handles the daily posting of security transactions. Posts and reconciles commission records from the bank's designated brokerage provider. Maintains commission blotters and trade logs on a monthly basis.
  • Maintains knowledge of all bank services and cross-sells other bank products by referring to relevant departments. Supports Financial Advisors with business development.
  • Participates in bank-hosted events as specified in the financial institution's "Community Events Program".
  • Undertakes additional duties as assigned or necessary.

DESIRED KNOWLEDGE, SKILLS, & ABILITIES

  • Familiarity with banking products and services.
  • Proficient in fundamental computer skills using Microsoft Office tools, especially Word and Excel. Knowledge of data-based marketing systems is advantageous.
  • Solid record-keeping capabilities.
  • High level of interpersonal skills in interactions with clients, bank personnel, and external vendors.
  • Ability to operate in an environment with confidential information, maintaining strict confidentiality always.
  • Exhibits tact and patience consistently.
  • Strong organizational skills with the capacity to prioritize multiple tasks and function under pressure.
  • Adaptability to work with customers in a continually evolving environment.

QUALIFICATIONS

Education: High School Diploma or equivalent. Current SIE and Series 6 license required within 6 months of hire.

Experience: Previous experience in a customer-facing role essential. Background or knowledge of investments is advantageous.

This role is based in Charles City and is full-time, reflecting the growing requirements of the Wealth Management department.

The content in this job description aims to depict the typical duties and responsibilities of the assigned employee(s) accurately. It should not be seen as an exhaustive list of duties, responsibilities, and skills needed. Reasonable accommodations will be provided to meet these requirements without causing undue hardship to First Security Bank & Trust.

At First Security Bank & Trust, we are dedicated to providing our team members with the chance to forge a fulfilling career in investment service sales. As an Investment Services Assistant, you will gain access to continuous training and growth opportunities to enhance your expertise and skills within the field. You will also collaborate closely with our seasoned investment advisors, acquiring valuable firsthand experience.

First Security Bank and Trust is an equal opportunity employer.