Office Coordinator
2 weeks ago
About Union Bank
As a historic and independent community bank in Vermont, Union Bank has built a strong reputation for supporting the success of our clients and local communities. Established in 1891, we provide a comprehensive range of financial services including commercial, retail, municipal, and asset management throughout northern Vermont and northern New Hampshire.
Position Summary
We are looking for a dedicated individual to fill the full-time role of Administrative Assistant within our Wealth Management division.
Key Responsibilities:
- Manage daily settlement processing, perform monthly account reconciliations, and oversee tickler management for various distributions and tasks.
- Serve as a primary contact for clients, addressing inquiries and delivering exceptional client service through various communication channels.
- Collaborate with wealth advisors to prepare and manage account documentation, including new account setups, transfers, and ongoing account maintenance.
- Handle client requests efficiently, ensuring all needs are met while adhering to compliance standards.
Qualifications:
While prior banking experience is advantageous, it is not mandatory; we are willing to train the right candidate. The ideal candidate should possess strong technological skills, provide excellent customer service, and have a keen desire for continuous learning.
Why Choose Union Bank?
By working with a Vermont-based institution that positively impacts our communities, you will enjoy numerous benefits, including:
- Generous Paid Time Off
- Health, Dental, and Life Insurance
- Partially paid Short and Long-Term Disability
- Company-matched 401K retirement plan
- Standard banking hours
- Paid Federal Holidays
Essential Skills:
- Strong secretarial and clerical abilities, along with excellent customer service skills.
- Numerical proficiency.
- Familiarity with banking services, particularly trust products.
- Commitment to staying informed about relevant banking regulations and internal procedures.
- Proficient in Microsoft Office and AddVantage software.
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