Investment Assistant

3 weeks ago

Elk River, United States The Bank of Elk River Full time

At The Bank of Elk River, our passion is people. Our employees, our customers, and our community are the reason we love to come to work each day. We know that when people come together with a shared vision, amazing things happen. We are a company of ambitious, tireless people working together to build a better financial future for our customers and our communities.

Being in business for more than 135 years means we know what we are doing, and we do it well. We are constantly challenging ourselves to deliver better, faster, and more meaningful, personalized services. Our customers know our name and we know generations of business owners. We are committed to making a difference in our customers' lives through our unceasing pursuit of innovation and transcendence.

People join the Bank of Elk River for the opportunity of a new job but stay because they have found a dynamic, challenging career. Discover what is possible for you at The Bank of Elk River

SUMMARY

This position is responsible for many of the operational duties of the Investment department. This position also provides administrative support to the Investment Advisor Representative. Provides exceptional customer service to both internal and external customers.

QUALIFICATIONS

To perform this job successfully the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Manages Investment Advisor Representative’s daily operations including their calendar, scheduling appointments, coordinating seminars, etc.
  • Assist in new account opening, account status and transaction follow-up.
  • Provides customer service to the Investment Department’s customers through phone, email and face to face interactions.
  • Manages and maintains files/databases for the Investment department including correspondence tracking, referrals through the bank’s MCIF system and managing bank data such as CDs coming due.
  • Supports and administers marketing strategies through social media, website, email, newsletter and print. Reviews online customer interactions in social channels and works with Investment Advisor to create responses.
EDUCATION/EXPERIENCE
  • Associate's degree (AA) or equivalent from 2-year college or technical school preferred
  • 1-2 years related experience and/or training or equivalent combination of education and experience.


PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to sit and use computer for extended periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with The Bank of Elk River’s “Code of Ethics Policy.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position. Each employee must also comply with consumer protection laws that relate to his/her position.

  • Investment Clerk

    4 days ago

    Elk Grove Village, Illinois, United States First American Bank Full time

    Investment ClerkOrg Structure : Job Posting LocationElk Grove Village, IL Louis AveCategoryFixed IncomeTypeRegular Full-TimeJob DescriptionThe Investment Clerk, a non-exempt position, is responsible for assisting the Investment Department in the completion of administrative tasks, as well as assisting the Investment Analyst and Bond Portfolio Manager(s) in...

  • Investment Clerk

    4 days ago

    Elk Grove Village, Illinois, United States First American Bank Full time

    Investment ClerkOrg Structure : Job Posting LocationElk Grove Village, IL Louis AveCategoryFixed IncomeTypeRegular Full-TimeJob DescriptionFirst American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are...

  • Investment Operations Specialist/Assistant Trader

    1 week ago

    Smith River, United States Fanning Personnel Full time

    Job Code : 6843 Job Category : Investment Operations Job Type : Permanent Date Posted : Sep 26 2022 Expires On : Oct 28 2022 Responsibilities : Post and reconcile trades, income collection and corporate actions. Process and monitor account transfers. Process cash receipts and manage cash utilizing established money market funds. Process personal and...

  • Tool & Die Technician

    3 days ago

    Elk River, United States R&M Manufacturing Full time

    Job DescriptionJob DescriptionWhere Precision Meets Passion: Build Your Career with R&M Manufacturing!Invest in your future by joining our work community and we'll invest in your skilled training and development with a rewarding career!We are currently searching for a dedicated Tool & Die Technician to join our team.R&M Manufacturing was founded in 1968...

  • Cashier

    5 days ago

    Elk River, United States Coborn's, Incorporated Full time

    Company Introduction If you're friendly and dependable and you like to work with terrific guests, we'd love to talk about an opportunity on our team! Coborn's, Inc. is a fast-growing employee-owned grocery retailer located in the Midwest. Our grocery store formats include Coborn's, Cash Wise, Marketplace Foods, Hornbacher's, Tadych's Marketplace Foods, and...

  • Meat Clerk I

    3 days ago

    Elk River, United States Coborn's Incorporated Full time

    Company Introduction If you're friendly and dependable and you like to work with terrific guests, we'd love to talk about an opportunity on our team! Coborn's, Inc. is a fast-growing employee-owned grocery retailer located in the Midwest. Our grocery store formats include Coborn's, Cash Wise, Marketplace Foods, Hornbacher's, Tadych's Marketplace Foods,...

  • Branch Manager

    2 weeks ago

    Elk River, United States The Hertz Corporation Full time

    The Hertz Corporation Branch Manager Plano , Texas Apply Now The Branch Manager II represents all Hertz Global brands to our customers, community leaders, business partners, vendors and government entities. This position is primarily responsible for the successful delivery and oversight of the Hertz product to internal and external customers. This position...

  • Lead Case Aide, Income Maintenance

    3 days ago

    Elk River, United States County Of Sherburne Full time

    Are you looking to give back and make a difference in the community? Come join our team at Sherburne County where you can serve your community while enjoying the benefits of work-life balance! This includes up to 21 paid days of PTO, flexible time off and up to 12 holidays per calendar year. The Lead Case Aide develops and provides training, support, work...

  • WDT - Quality Intern

    4 days ago

    Elk River, Minnesota, United States Metal Craft Machine & Engineering Full time

    Metal Craft Machine & Engineering PART-TIME STUDENT OPPORTUNITY Work Monday - Thursday, 8am - 4:30pm DURING summer break with potential to stay onboard part – time during the school year. High School Students 16+ years must be enrolled in CTE, Youth Apprentice or similar manufacturing program. This opportunity is designed to give interns or youth...

  • Quality Intern

    4 days ago

    Elk River, United States Metal Craft Machine & Engineering Full time

    Job DescriptionJob DescriptionPART-TIME STUDENT OPPORTUNITY Work Monday - Thursday, 8am - 4:30pm DURING summer break with potential to stay onboard part – time during the school year. High School Students 16+ years must be enrolled in CTE, Youth Apprentice or similar manufacturing program. This opportunity is designed to give interns or youth apprentice...

  • Pharmacist

    2 days ago

    Elk River, United States Coborn's Incorporated Full time

    Company Introduction If you're friendly and dependable and you like to work with terrific guests, we'd love to talk about an opportunity on our team! Coborn's, Inc. is a fast-growing employee-owned grocery retailer located in the Midwest. Our grocery store formats include Coborn's, Cash Wise, Marketplace Foods, Hornbacher's, Tadych's Marketplace Foods,...

  • Pharmacist

    4 days ago

    Elk River, United States Coborn's Full time

    Company Introduction If you're friendly and dependable and you like to work with terrific guests, we'd love to talk about an opportunity on our team! Coborn's, Inc. is a fast-growing employee-owned grocery retailer located in the Midwest. Our grocery store formats include Coborn's, Cash Wise, Marketplace Foods, Hornbacher's, Tadych's Marketplace Foods, and...

  • Guest Service Representative

    2 days ago

    Elk River, United States Coborn's Incorporated Full time

    Company Introduction If you're friendly and dependable and you like to work with terrific guests, we'd love to talk about an opportunity on our team! Coborn's, Inc. is a fast-growing employee-owned grocery retailer located in the Midwest. Our grocery store formats include Coborn's, Cash Wise, Marketplace Foods, Hornbacher's, Tadych's Marketplace Foods,...

  • Pet Groomer

    4 days ago

    Elk River, United States Pet Supplies Plus Full time

    Company Introduction: Have you heard the latest buzz? Our grocery store campus in Otsego, Minnesota is expanding and adding a brand new franchise to our organization! Pet Supplies Plus is coming to town and joining Coborn's, Inc. in supporting our Otsego community! If you're friendly and dependable and you like to work with terrific guests (and animals),...

  • Lead Health

    4 days ago

    Elk River, United States American Water Full time

    American Water Lead Health & Safety Specialist Davenport , Iowa Apply Now Share Our Purpose. Be Yourself. Feel Valued. People are the heart of our business. As an American Water employee, you will be offered a competitive salary and health benefits package, along with opportunities to develop, grow, and evolve your career. Our benefits packages focus on key...

  • Administrative Assistant

    1 day ago

    Elk Grove, United States Michels Corporation Full time

    Constructing and maintaining safe, reliable, and environmentally sound utility lines is an opportunity to demonstrate what integrity looks like. Michels Pacific Energy, Inc. builds our reputation with each project we meticulously construct. We use our skills, talents, and experience to do what will best serve the communities in which we are trusted to work....

  • Certified Nursing Assistant CNA

    4 days ago

    Priest River, Idaho, United States Kaniksu Community Health Full time

    Kaniksu Community Health is a non-profit, award winning Community Health Center that provides integrated, team-based healthcare in north Idaho.Patients consider us their partner in healthcare, over the course of their life and the spectrum of their health needs. From prevention and wellness to medical, dental, and behavioral health. From pediatric to...

  • Medical Assistant

    3 days ago

    River Falls, United States Allina Health Full time

    Number of Job Openings Available: 1 Date Posted: May 20, 2024 Department: 62837000 Nephrology Shift: Day (United States of America) Shift Length: 8 hour shift Hours Per Week: 32 Union Contract: Non-Union Weekend Rotation: None Job Summary: Allina Health is a not-for-profit health system that cares for individuals, families and communities throughout...

  • Medical Assistant

    4 days ago

    River Falls, Wisconsin, United States Allina Health Full time

    Number of Job Openings Available:1Date Posted:May 20, 2024Department: NephrologyShift:Day (United States of America)Shift Length:8 hour shiftHours Per Week:32Union Contract:Non-UnionWeekend Rotation: NoneJob Summary:Allina Health is a not-for-profit health system that cares for individuals, families and communities throughout Minnesota and western Wisconsin....

  • Medical Assistant

    4 days ago

    River Falls, Wisconsin, United States Allina Health Full time

    Number of Job Openings Available:1Date Posted:February 16, 2024Department: Human Resources RecruitmentShift:Shift Length:8 hour shiftHours Per Week:40Union Contract:Non-UnionWeekend Rotation: NoneJob Summary:Allina Health is a not-for-profit health system that cares for individuals, families and communities throughout Minnesota and western Wisconsin. If you...