Description
Who are we?
For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily.
From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.
At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.
Who are you?
You are a relationship-builder with a passion for precision and client service. C&N is seeking a Senior Investment Administrative Assistant to support our Investment team through high-level administrative coordination and meaningful client engagement. In this role, you'll serve as a trusted point of contact for clients and team members, manage complex account activities, and help ensure a seamless experience at every step. If you're detail-driven, proactive, and ready to grow with a purpose-driven organization, we'd love to hear from you.
You could be responsible for:
Support Client Relationships: Assist in onboarding, account maintenance, transaction reviews, and communication, helping us deliver an exceptional client experience.
Manage Investment Systems & Data: Maintain accurate client records and portfolio data in CRM and investment platforms; support the team with data entry and technology tools.
Assist with Portfolio Reviews: Help prepare and organize client portfolio materials and reports in advance of advisor meetings to support personalized investment planning.
Provide Administrative Support: Coordinate meetings, travel, and internal communications; assist with marketing material distribution; support departmental initiatives and projects.
Collaborate Across Teams: Partner with Wealth Management professionals and internal departments to ensure efficient processes and smooth client service delivery.
Requirements:
You will need an associate's or bachelor's degree in accounting, business, finance, economics, or related field AND 4-6 years of experience in administrative support or customer relationships, ideally in a financial services, accounting, banking, or wealth management environment OR an equivalent combination of education and experience.
You will demonstrate well-developed abilities and/or a proven record of success in the following areas:
Tech Proficiency: Skilled in Microsoft Office Suite, Adobe, and Salesforce or other CRM platforms.
Communication: Strong verbal and written communication skills and a commitment to confidentiality.
Presentation Skills: Comfortable preparing and delivering polished materials to support advisor-client meetings and internal discussions.
Team-Oriented Mindset: Ability to build rapport and work collaboratively across functions.
Key Competencies - The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:
Ensures Accountability: Takes ownership, follows through on commitments, and holds self and others responsible for results.
Manages Complexity: Analyzes situations, gathers data, and evaluates options to solve complex problems effectively.
Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
Action Oriented: Acts quickly on challenges, seizes opportunities, and tackles tough issues with a positive attitude.
Why C&N?
At C&N, we're more than just a team - we're a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.
Achieve & Grow: Your success is our success. At C&N, you'll grow alongside our customers as we work together to achieve meaningful goals.
Learn & Develop: Collaboration is at the heart of what we do. You'll learn from and with your teammates, fostering both personal and professional growth.
Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.
We're proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.
Comprehensive Benefits for Your Success:
At C&N, we offer more than just a competitive salary - our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:
Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
Health & Wellness:
Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
Employer-paid life and disability insurance.
Additional voluntary coverages to meet your unique needs.
Career Development: Access to education and development programs and ongoing support for personal and professional growth.
With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
