Administrative Assistant - Investments
Summary
| Title: | Administrative Assistant - Investments |
|---|---|
| ID: | 1185 |
| Branch/Location: | Peru Square |
| Availability: | Full Time |
| Department: | Investments/Raymond James |
| Job Type: | Non-Exempt (hourly) |
Description
INVESTMENT ADMINISTRATIVE ASSISTANT
DEPARTMENT: Investments
CLASSIFICATION: Non-Exempt
REPORTS TO: Branch Manager
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, while coordinating all office activities to increase efficiency thereby ensuring smooth office operation.
DUTIES:
1. Provide administrative support for Raymond James Financial Advisors
2. Open new accounts, process all annuity orders, deposits and appropriate paperwork
3. Assist in completing all 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 and take messages
6. Handle all correspondent material requiring compliance for approval
7. All office filing
8. Provide assistance with arrangements for investment seminars
9. Process all mail
RELATIONSHIPS/QUALIFICATIONS:
1. Responsible to the Financial Advisor 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
3. Strong communication and multitasking abilities needed
4. Ability to be detail oriented, organized and client friendly a must
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.
DEPARTMENT: Investments
CLASSIFICATION: Non-Exempt
REPORTS TO: Branch Manager
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, while coordinating all office activities to increase efficiency thereby ensuring smooth office operation.
DUTIES:
1. Provide administrative support for Raymond James Financial Advisors
2. Open new accounts, process all annuity orders, deposits and appropriate paperwork
3. Assist in completing all 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 and take messages
6. Handle all correspondent material requiring compliance for approval
7. All office filing
8. Provide assistance with arrangements for investment seminars
9. Process all mail
RELATIONSHIPS/QUALIFICATIONS:
1. Responsible to the Financial Advisor 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
3. Strong communication and multitasking abilities needed
4. Ability to be detail oriented, organized and client friendly a must
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.
This opening is closed and is no longer accepting applications
