Management Assistant

6 hours ago

Hillsdale, United States BankTalent HQ Full time
Description

County National Bank (CNB) is an independent, locally-owned, community bank that is successful and growing whose mission is to ‘sustain its deep commitment to the community and its traditions of excellence in all aspects of banking, and provide outstanding client service and solid financial performance.‘

We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.

CNB is looking for a qualified, motivated, and client- and team-focused individual to join our team ON-SITE at our Wealth Management location in Hillsdale, Michigan.

JOB SUMMARY

The Wealth Management Assistant provides administrative support to the Wealth Management Team by processing various types of paperwork and account information for clients while providing an excellent client service experience to all.

DUTIES
  • Answers phone and greets clients.
  • Maintains client data in department‘s CRM system.
  • Enters portfolio trades into investment trading platform.
  • Creates and submits distributions to clients upon obtaining approval from the appropriate officer.
  • Opens new accounts in Trust Accounting platforms
  • Prepares, scans, reviews and commits correspondence and other informational material in individual client files for retention in Director.
  • Opens and distributes mail.
  • Maintains knowledge of CNB products and services.
  • Provides support to Trust and Wealth Management Officers; such as coordinating schedules and appointments with clients, typing correspondence, filing and retrieving information, and other assistance as needed.
  • Assists Private Banker Officer with client requests and client account research needs.
  • Performs CIP and sets-up all new account files.
  • Assists in preparation of tax documents, sends to local accountants and processes tax information once returned from accountants.
  • Keeps track of account returns, tax refunds and payments on Excel spreadsheets.
  • Maintains and protects confidentiality of client information.
  • Maintains regular, on-time attendance.
  • Remains current in assigned training and continuing education specific to their position (online, video, in-house emails, seminars, etc.)
  • Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
  • Performs other various duties as assigned.


CONTACT WITH OTHERS - INTERNAL
  • Communicates on a regular basis with Wealth Management Department staff.
  • Communicates frequently with other bank staff members.


CONTACT WITH OTHERS - EXTERNAL
  • Communicates on a regular basis with clients of the Wealth Management Department.
  • Communicates on a regular basis with attorneys, accountants, court personnel, and multi-trust customers.


Requirements

SKILLS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • High school diploma or equivalent.
  • Passion for providing a stellar client service experience to all clients (external and internal) and ability to instill this passion in others.
  • Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.
  • Positive and cooperative approach when working with others.
  • Excellent written communication skills with demonstrated ability to write clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications.
  • Excellent verbal communication skills with the demonstrated ability to effectively present information to clients and management.
  • Ability to multi-task while paying attention to details.
  • Strong administrative skills with effectiveness in developing tasks and managing resources to achieve multiple project targets/goals.
  • Ability to work in a fast-paced environment and positively adapt to routine changes while maintaining high performance standards.
  • Ability to work independently as well as collaboratively within a team environment.
  • Ability to maintain confidentiality and handle sensitive information.
  • Knowledge of basic accounting procedures.
  • Strong computer skills with a proficiency in MS Word, Excel and Outlook.


WORKING CONDITIONS

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the work environment will include:
  • Works in a normal office environment.


PHYSICAL REQUIREMENTS

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 with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to:
  • Communicate effectively, both verbally (in person and via phone) and in writing.
  • Keyboard information (computer and calculator).
  • Answer incoming phone calls and transfer to appropriate individual as necessary.

  • Wealth Management Assistant

    3 weeks ago

    Hillsdale, Michigan, United States BankTalent HQ Full time

    Job SummaryThe Wealth Management Assistant provides administrative support to the Wealth Management Team by processing various types of paperwork and account information for clients while providing an excellent client service experience to all.Key ResponsibilitiesAnswers phone and greets clients.Maintains client data in department's CRM system.Enters...

  • Wealth Management Assistant

    3 weeks ago

    Hillsdale, Michigan, United States BankTalent HQ Full time

    Job SummaryThe Wealth Management Assistant provides administrative support to the Wealth Management Team by processing various types of paperwork and account information for clients while providing an excellent client service experience to all.Key ResponsibilitiesAnswers phone and greets clients.Maintains client data in department's CRM system.Enters...

  • Assistant Store Manager

    5 days ago

    Hillsdale, United States Serv-U-Success Full time

    - Base Pay $17 - $19/hr, pay based on experience - Plus $1/hr Night Shift Premium - Full Time Nights 10pm-6:30am - Weekday and Weekend availability required Do you have experience working as a reset merchandiser? Are you able to work both independently and in a team? If so, the Assistant Store Manager position at Serv-U-Success may be the right job for you....

  • Dishroom Attendant

    2 weeks ago

    Hillsdale, Michigan, United States Metz Culinary Management Full time

    Job Summary: We are seeking a highly motivated and detail-oriented individual to join our Dish Team as a Dishroom Attendant. As a key member of our culinary team, you will be responsible for maintaining a clean and safe working environment in our commercial kitchen.Key Responsibilities:Perform duties on a busy Dish Line, ensuring safe and sanitary working...

  • Dietary Assistant

    2 months ago

    Hillsdale, United States Embassy of Hillsdale Park Full time

    Purpose of Your Job Position:The primary objective of your role is to provide assistance in all dietary functions as directed and in accordance with established dietary policies and procedures.Key Responsibilities:Assist in the preparation and serving of mealsSupport dietary staff in maintaining a clean and safe food environmentHelp with inventory management...

  • IT Operations Manager

    3 weeks ago

    Hillsdale, Michigan, United States Hillsdale College Full time

    Job Title: IT Operations ManagerHillsdale College is seeking an experienced IT professional to join our team as an IT Operations Manager. This role will play a critical part in optimizing technology operations and driving business outcomes.Key Responsibilities:Manage complex IT projects and initiatives, ensuring timely delivery and effective resource...

  • Operations Assistant

    2 days ago

    Hillsdale, United States BankTalent HQ Full time

    DescriptionCounty National Bank (CNB) is an independent, locally owned, community bank that is successful and growing whose mission is to ‘sustain its deep commitment to the community and its traditions of excellence in all aspects of banking and provide outstanding client service and solid financial performance.‘We invite you to share in our mission and...

  • Certified Medication Assistant

    3 weeks ago

    Hillsdale, New Jersey, United States Fox Trail Senior Living Full time

    About Fox Trail Senior LivingFox Trail Senior Living is a leading provider of residential Alzheimer's & Dementia care in New Jersey. Our mission is to provide a life of rich engagement, meaningful experiences, and dignity for every person, regardless of age or cognitive state.Job SummaryWe are seeking a Certified Medication Aide to join our team at Fox Trail...

  • IT Service Desk Manager

    3 weeks ago

    Hillsdale, United States Hillsdale College Full time

    Job Title: IT Service Desk ManagerAt Hillsdale College, we are seeking an experienced IT Service Desk Manager to lead our Information Technology Help Desk Support team. As a key member of our IT team, you will be responsible for delivering exceptional technical support to our faculty, staff, students, and guests.Key Responsibilities:Lead the operations...

  • Nursing Manager

    4 weeks ago

    Hillsdale, United States Tyson Foods Full time

    Job Summary:The Nurse Manager position at Tyson Foods is a key role in our Occupational Health Services team. As a Nurse Manager, you will be responsible for providing professional support, advice, and supervision to our Occupational Health Services staff. This includes facilitating and assuring clinical practice, professional and educational development,...

  • Hourly Manager

    3 days ago

    Hillsdale, United States Arby's - 7394 Full time

    Arby's believes in the importance of flexibility for employers and employees alike, and we believe that our employees are our greatest asset. We treat our people with respect and honesty and are committed to providing our employees with a stable, safe and enjoyable work environment so they may realize their greatest potential.Shift Managers are responsible...

  • Hourly Manager

    1 month ago

    Hillsdale, United States Arby's - 7394 Full time

    Arby's believes in the importance of flexibility for employers and employees alike, and we believe that our employees are our greatest asset. We treat our people with respect and honesty and are committed to providing our employees with a stable, safe and enjoyable work environment so they may realize their greatest potential.Shift Managers are responsible...

  • Medical Assistant Professional

    4 weeks ago

    Hillsdale, United States Hillsdale Community Health Ctr Full time

    Job SummaryWe are seeking a highly skilled and compassionate Medical Assistant to join our team at Hillsdale Hospital. As a Medical Assistant, you will play a vital role in providing exceptional patient care and supporting our healthcare team.ResponsibilitiesPrepare patients for examinations and treatments by completing medical history and other required...

  • Quality Manager

    3 weeks ago

    Hillsdale, United States Metal Technologies Full time

    The Quality Manager will participate in the management of the quality system to ensure customer satisfaction while improving process measurables. participates in the Operational Excellence activities both at the plant and corporate level. Works with all functional areas to improve safety, reduce scrap, minimize cost, maximize productivity, achieve...

  • IT Service Desk Manager

    3 weeks ago

    Hillsdale, United States Hillsdale College Full time

    Job DescriptionJob DescriptionPosition Title: IT Service Desk ManagerPosting Number: S073PDepartment: Information Technology ServicesPosition Type: StaffJob Description: Job SummaryThe IT Service Desk Manager at Hillsdale College leads the Information Technology Help Desk Support team, delivering exceptional technical support to our faculty, staff,...

  • Loan Operations Assistant

    3 weeks ago

    Hillsdale, United States BankTalent HQ Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Loan Operations Assistant to join our team at BankTalent HQ. As a key member of our loan operations team, you will be responsible for completing commercial post-close tasks, serving as a backup for commercial loan input, and providing exceptional customer service to our clients.Key...

  • Quality Assurance Manager

    3 weeks ago

    Hillsdale, Michigan, United States Lakeside Recruiting Solutions Full time

    Quality Assurance ManagerLakeside Recruiting Solutions is seeking a Quality Assurance Manager to participate in the management of the quality system to ensure customer satisfaction while improving process measurables. The Quality Assurance Manager will participate in Operational Excellence activities both at the plant and corporate level. Works with all...

  • Quality Assurance Manager

    3 weeks ago

    Hillsdale, United States Lakeside Recruiting Solutions Full time

    Quality ManagerThe Quality Manager will participate in the management of the quality system to ensure customer satisfaction while improving process measurables. participates in the Operational Excellence activities both at the plant and corporate level. Works with all functional areas to improve safety, reduce scrap, minimize cost, maximize productivity,...

  • Staff Assistant for Institutional Advancement

    2 weeks ago

    Hillsdale, United States Hillsdale College Full time

    Job DescriptionJob DescriptionPosition Title: Staff Assistant for Institutional AdvancementPosting Number: S071PDepartment: Institutional Advancement - DeptPosition Type: StaffJob Description: Job Summary This position administratively supports 1-3 of Hillsdale’s Major Gift Officers. As many of our Officers are remote and travel heavily, competent,...

  • Nurse Manager

    4 weeks ago

    Hillsdale, Pennsylvania, United States StaffPro Agency Full time

    Job SummaryWe are seeking a highly skilled and experienced Registered Nurse to join our team as a Nurse Manager. The successful candidate will be responsible for leading the Nursing Department in its programs and activities, ensuring compliance with Federal, State, and local guidelines and regulations, as well as accepted standards of practice.Key...