Wealth Management Administrative Assistant

Job Description

We believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees, and communities "fast forward" to the goals they strive to achieve in life.

Benefits: Health (Traditional and High-Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave, and Employee Stock Ownership!

Work Hours: Full-time, Monday-Friday, 8:00am-5:00pm.

Skills / Requirements / Qualifications:

• Prepare correspondence, emails, and memos.
• Compose, type, and proof reports, presentation materials, and meeting minutes as needed.
• Maintain physical and digital filing systems and databases.
• Deliver messages and answer questions as applicable.
• Perform special projects collaboratively and independently.
• Respectfully handle sensitive company and client information with strict confidentiality.

• Position requires a High School Diploma or GED. A minimum of one year’s related experience or training is preferred.

Equal Opportunity Employer