Administrative Assistant - Raymond James Investments
Summary
| Title: | Administrative Assistant - Raymond James Investments |
|---|---|
| ID: | 1164 |
| Branch/Location: | Terre Haute |
| Availability: | Part Time |
| Department: | Investments/Raymond James |
| Job Type: | Non-Exempt (hourly) |
Description
INVESTMENT ADMINISTRATIVE ASSISTANT – Terra Haute
DEPARTMENT: Trust/Investments
CLASSIFICATION: Non-Exempt
REPORTS TO: Wealth Management Officer
SUPERVISES: None
POSITION SUMMARY:
This position primarily provides clerical assistance in the Investment Department.
DUTIES:
1. Process a variety of different transactions for the Department, including deposits, payments, and interest
2. Gain general knowledge of the department software
3. Assist in establishing new accounts for the clients, including documentation that is required for these accounts
4. Assist in handling phone calls and appointments for clients
5. Assist with support for the Investment Department
6. Perform other duties as assigned
RELATIONSHIPS/QUALIFICATIONS:
1. Responsible to the Wealth Management Officer for the fulfillment of functions and responsibilities assigned
2. Will have contact with the customers and public
3. Shall conduct all relationships in a manner that will enhance the overall marketing of the bank
4. Will be called on from time to time to participate with community organizations and community projects
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: Trust/Investments
CLASSIFICATION: Non-Exempt
REPORTS TO: Wealth Management Officer
SUPERVISES: None
POSITION SUMMARY:
This position primarily provides clerical assistance in the Investment Department.
DUTIES:
1. Process a variety of different transactions for the Department, including deposits, payments, and interest
2. Gain general knowledge of the department software
3. Assist in establishing new accounts for the clients, including documentation that is required for these accounts
4. Assist in handling phone calls and appointments for clients
5. Assist with support for the Investment Department
6. Perform other duties as assigned
RELATIONSHIPS/QUALIFICATIONS:
1. Responsible to the Wealth Management Officer for the fulfillment of functions and responsibilities assigned
2. Will have contact with the customers and public
3. Shall conduct all relationships in a manner that will enhance the overall marketing of the bank
4. Will be called on from time to time to participate with community organizations and community projects
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
