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Administrative Support Specialist
2 months ago
We are seeking a highly skilled and detail-oriented Administrative Support Specialist to join our Wealth Management team at First Interstate Bancsystem Inc. As an Administrative Support Specialist, you will provide critical support to our Wealth Advisors and Investment Management team, ensuring seamless day-to-day operations and exceptional client service.
Key Responsibilities- Administrative Support: Provide administrative assistance to Wealth Advisors, including clerical and organizational tasks, correspondence handling, and data entry.
- Client Service: Greet and assist clients by phone and virtual conferences, providing professional and responsive service consistent with First Interstate's Wealth Management standards.
- Account Administration: Support the account administration process, including setting up new accounts, maintaining and updating existing accounts, and processing daily business.
- Team Support: Work collaboratively with the Investment Management team to coordinate department functions, maintain central filing systems, and ensure compliance with regulatory requirements.
- Continuing Education: Participate in ongoing training and education to stay up-to-date on industry developments and regulatory changes.
- Education: High school diploma or general education degree (GED) and 3-5 years' administrative support experience preferred.
- Experience: Experience within Brokerage, Trust, or Finance preferred. Ability to get security and insurance licensed. Series 6 or 7 securities licensed is preferred but not required.
- Skills: Excellent communication and organizational skills, with the ability to work well under pressure and prioritize tasks effectively. Proficiency in computer applications, including MS Word, MS Excel, and internet-based systems.
As a valued member of our team, you will enjoy a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.