Investment Administrative Assistant

The Bank of New Glarus and Sugar River Bank Branches (BNG), an independent bank providing financial guidance and solutions, is seeking a Part-time  Investment Administrative Assistant for their Monroe Branch location.  

Job Summary:
This position is responsible for opening new investment accounts and generating required paperwork, updating client information on necessary systems, contacting clients for appointments, scanning and uploading documents and files, ongoing general administrative and marketing support. The individual must maintain the integrity of the Investment Center’s database along with other special projects as assigned to support the image building and marketing of the Investment Center. The Administrative Assistant is accountable for supporting the Investment Center’s representatives by following established policies, operating procedures, and assisting the representatives with compliance related work for the Dealer-Broker and/or the Bank. They must also provide support to team members by doing routine filing and maintaining supplies. The individual must have a working understanding of the Bank’s Investment Center’s systems, which includes ClientWorks and Redtail, and general office suite software programs.

Supervisory Responsibilities: None.

Duties/Responsibilities:

1. Opening and maintaining client accounts and records, contacting clients for appointments, handling/depositing checks, scanning and uploading documents, transcribing client notes.
2. General support duties which may include, but is not limited to answering the telephone, greeting customers and prospects, mailing new announcements and/or cards to customers, drafting respective letters, maintaining informational brochures, completing special mailings and other projects as assigned.
3. Assist the Bank’s Marketing Coordinator in activities assigned.
4. Accountable for maintaining the accuracy and usability of the Bank's Investment Center customer database integrity.  Work with team members for utilizing the information for their roles and supplies and coordinate data for marketing mailings.
5. General administrative support work is part of this position and includes letter coordination; routine filing of documents and correspondence; follow-up phone calls on missing support documents; and other duties as assigned.
6. All work completed for the Bank in the Investment Center and other areas of the Bank will follow established policies and operating procedures which are consistent with the Bank's, and Broker-Dealer’s, overall policies and operating objectives.
7. Treat all customer inquiries, questions and complaints with respect and follow through. Maintain the Bank's goal to be accessible to the customer and always provide premium service.
8. Continue to develop and enhance individual banking skills through in-house training, online training, trade association seminars/classes, and/or reading industry periodicals.
9. Be a team player.  Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, co-workers and managers.
10. Maintain a high level of ethical behavior within the banking profession.
11. Be aware of and support the Bank's efforts in meeting the Community Reinvestment Act (CRA).

Required Skills/Abilities: 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 

1. Must be able to solve practical problems and deal with a variety of concrete variables and situations where only limited standardization exists.
2. Must be able to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
3. Ability to read and comprehend correspondence and memos while also having the ability to write business correspondence.
4. Ability to effectively verbalize ideas and respond to questions from a group of peers, customers, other staff members and the public.
5. Must be able to add, subtract, multiply and divide in all units of measure using whole numbers, common fractions, and decimals. Also complete rate, ratio, and percentages, and to create and interpret statistical information and graphs.
6. Proficient with a 10 Key Calculator, Keyboarding, Knowledge of Personal Computer and Wide Array of Software Applications.
7. Demonstrated effective communication skills and cheerful demeanor.
8. Proficient with Microsoft Office Suite or related software.

Education and Experience:
High school diploma/GED or 3 years of related experience or training preferred. Prior general office work or customer service experience is preferred.

Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of those jobs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit for prolonged periods of the workday; use their hands and fingers; reach with hands and arms; talk plainly and hear accurately.  The employee frequently is required to walk. The employee is occasionally required to stand; reach with hands and arms; climb and balance; and stoop, kneel and crouch. The employee must regularly lift and/or move up to ten pounds and occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus.

Travel Requirements: None

BNG provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
 

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