Job Information
Community State Bank Wealth Administrative Assistant in Fort Wayne, Indiana
+-----------------------------------------------------------------------+ | Remote Status:On-Site | +-----------------------------------------------------------------------+ | | +-----------------------------------------------------------------------+ | | +-----------------------------------------------------------------------+ | | +-----------------------------------------------------------------------+ | | | | | Community State Bank is seeking aFull-Time Wealth Administrative | | Assistantto join our growing team of dynamic Wealth Management | | professionals in Fort Wayne, Indiana. Apply today and see why CSB is | | a great place to work! | | | | | | | | | | | | | | | | | | | | Job Title:Wealth Administrative Assistant | | Division:Wealth Management | | FLSA Classification:Non-exempt | | Pay Rate:Hourly | | | | Position Purpose:The Wealth Administrative Assistant is | | responsible for providing administrative support to the Wealth | | Management team. This role is responsible for managing client | | relationships, preparing reports, and assisting with day-to-day | | wealth management operations. | | | | | | | | | | | | | | | | | | | | Job Requirements | | Education:High school diploma or GED required. A 2-year degree in | | accounting, business, or related field is preferred. | | | | Experience:A minimum of one to two (1-2) years experience in | | banking is required. Prior administrative and wealth management | | experience is preferred. | | | | Skills:Exceptional professional verbal and written communication | | skills; strong attention to detail; highly organized; ability to | | multi-task accurately and efficiently; ability to type at least 50 | | wpm; p oficiency with Microsoft Office software such as Word, Excel, | | PowerPoint, and Outlook; fluent communication in the English | | language. | | | | | | Essential duties include, but are not limited to: | | CSB Cultural Expectations | | | | | | | | - Commit to learning, integrating, and modeling CSBs I CREATE core | | values: Integrity, Communication, Respect, Encouragement, | | Accountability, Trust, and Equality | | - Align to bank-wide vision, mission, and business objectives. | | - Commit to continuous personal and professional growth in the | | areas of teamwork, customer service, and job specific | | competencies. | | | | | | | | General Expectations | | | | | | | | - Manage client relationships and provide exceptional customer | | service. | | - Prepare reports and presentations for clients and management. | | - Assist with day-to-day operations, including scheduling | | appointments and managing calendars. | | - Coordinate and manage client events and meetings. | | - Assist with account opening and maintenance. | | - Perform administrative tasks such as filing, scanning, and data | | entry. | | - Communicate with clients and internal teams to ensure timely and | | accurate completion of tasks. | | | | | | | | Compliance/Other Expectations | | | | | | | | - Be fully trained and knowledgeable in all compliance related | | areas of banking, trust services, and wealth/investment | | management including, but not limited to: BSA, OFAC, Reg E, | | NACHA, Dodd-Frank, ERISA, FINRA guidelines, etc. | | - Perform other duties as assigned. | | | | | | | | | | *Community State Bank provides equal employment opportunities to all | | employees and applicants for employment and prohibits discrimination | | and harassment of any type without regard to race, color, religion,
