Investment Services Administrative Assistant

First National Bank Bemidji • Bemidji, MN • 2h ago

Job Duties Department: Brokerage Services Position Type: Full-Time, Non-Exempt

Compensation Range: Starting $23.00 - $30.00 per hour Reports To: President/Chief Investment Officer

POSITION SUMMARY

This position serves both internal and external customers and every effort should be made to do so whenever the opportunity presents itself.

This position does not involve direct day-to-day supervision of employees.

Confidentiality of customer information cannot be overstated. It is expected that all customer information be kept in the strictest confidence. We must do whatever it takes to ensure that our relationships with the public are not jeopardized.

The primary function of this position is to assist the Financial Advisors. The position provides administrative support, assists with all correspondence including phone calls, emails, and letters, prepares materials for advisor/customer meetings, processes new account opening paperwork and data entry, assists with SEC compliance tasks, and many other duties as assigned. The position will work closely with Raymond James customer support teams and use Raymond James software.

SKILLS & ABILITIES

Exhibit excellent customer relations skills both internally and externally
Ability to have positive interactions with customers and employees while demonstrating a high degree of courtesy and helpfulness
Possess excellent written and verbal communication skills
Ability to multi-task with constant interruptions
Possess high degree of detail-orientation and organizational skills
Ability to proficiently utilize technology and various software programs

DUTIES & RESPONSIBILTIES
Assist advisors with all customer correspondence, including phone calls, emails, letters, scheduling internal and external appointments and maintaining advisors' calendars
Possess a basic understanding of industry knowledge to effectively handle basic customer inquiries and provide quotes
Prepare materials for customer/advisor meetings
Accompany advisors to enrollment meetings
Process paperwork and complete data entry for new accounts and maintenance on existing accounts
Communicate with customers in a manner that will maintain good relations and provide excellent service, including over-the-phone and person-to-person
Interface with custodian customer service departments directly to resolve problems, seek explanations, and ultimately meet deadlines
Create and maintain records and files
Ensure required customer paperwork is current with custodian and industry requirements, rules, and regulations
Process customer paperwork and follow up on accounts
Maintain database and create reports using portfolio software programs
Assist with brokerage marketing efforts, including seminars
Attend required staff meetings
Follow security procedures
Support a diverse and inclusive culture
Abide by all policies, procedures, and expectations set forth in the Employee Manual or requested by management

HOURS
8:00am - 5:00pm, Monday through Friday; schedule should remain flexible for instances when presence is needed at plan enrollment meetings
It is expected that work be completed, therefore additional hours may be required in order to accomplish certain tasks
Timecards are required and any time over 40 hours will be paid at the rate of time-and-one-half

COMPENSATION RANGE
The starting compensation range for this position is: $23.00 - $30.00 per hour. This range reflects the base wage for this position. Please note that the specific compensation for this role will be determined based on your experience, qualifications, and internal equity considerations.

JOB REQUIREMENTS
Education: High school diploma or equivalent required; some college education preferred in related field
Experience: At least one year of financial industry and/or administrative experience is preferred

PHYSICAL DEMANDS/WORK ENVIROMENT
Manual dexterity for repetitive use of computers, calculators, and telephones
Sit for extended periods of time
Primary work environment for this position is that of a typical office setting

First National Bank Bemidji is an Equal Employment Opportunity ("EEO") and Affirmative Action ("AA") employer of women, minorities, individuals with disabilities and veterans.

It is the policy of First National Bank Bemidji to provide equal employment opportunity to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and / or expression, genetic information, marital status, familial status, membership or activity in a local human rights commission, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, First National Bank Bemidji will provide reasonable accommodations for qualified individuals with disabilities.

First National Bank of Bemidji has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and First National Bank of Bemidji reserves the right to change this job description and/or assign tasks for the employee to perform, as First National Bank of Bemidji may deem appropriate.

Minimum Education Required High school diploma or equivalent required

Minimum Experience Required 1

Shift First (Day)

Number of Openings 1

Public Transportation Accessible Yes

Veterans Encouraged to Apply Yes

Physical Required No

Drug Test Required No

Compensation $23.00 - $30.00 / Hourly

Postal Code 56601

Job Type Full Time

Place of Work

On-site

Requisition ID

38312

Job Benefits

BENEFITS

Health and Dental Insurance (partially employer paid)

HSA (employer contributions)

Vision Insurance

Medical & Dependent Care FSA

Employer paid Life & Long-Term Disability Insurance

Optional Life Insurance

AFLAC

Employee Stock Ownership ("ESOP")

Profit Sharing

Paid Parental Leave

Paid Time-Off ("PTO")

Paid Holidays

Employee Assistance Program ("EAP")

Clothing Reimbursements

Additional in-house products

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