INVESTMENT ADMINISTRATIVE ASSISTANT I

DEPARTMENT: Investments

CLASSIFICATION: Non-Exempt

REPORTS TO: Principal Wealth Management

SUPERVISES: None

POSITION SUMMARY:

This position is responsible for the administrative support of the First Farmers Investment department. The position involves handling a heavy workload with a variety of tasks in a professional manner.

DUTIES:

1. Provide administrative support for Raymond James Financial Advisors
2. Learn to open new accounts, process annuity orders, deposits and appropriate paperwork
3. Assist in completing applicable annual and semi-annual reports
4. Maintain all office supplies at a workable level and maintenance of office equipment
5. Answer incoming calls, route calls to appropriate staff and/or take messages
6. Process all material requiring compliance approval
7. Complete all office filing
8. Provide assistance with arrangements for seminars or meetings
9. Process all mail
10. Other duties as assigned

RELATIONSHIPS/QUALIFICATIONS:

1. Responsible to the Wealth Management staff for the fulfillment of functions and responsibilities assigned
2. Will have contact with the customers and public. Shall conduct all relationships in a manner that will enhance the overall marketing of the bank and department
3. Strong communication and multitasking abilities needed
4. Ability to be detail oriented, organized and client friendly a must, as well as proficient in Word and Excel
5. Proficient with social media (Facebook, LinkedIn, etc.)

WORKING CONDITIONS:

1. Normal office environment
2. Extended viewing of computer screens
3. Repetitive hand and arm movement

First Farmers Bank & Trust promotes an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see your HR Director should you have any questions about this policy or these job duties.