In order to be considered for this position you must apply online at: https://www.isabellabank.com/about-us/careers.html

Position Title: Wealth Administrative Assistant

Reports To:  Wealth Manager

Responsibilities:

• Greet clients and answer phones.
• Assist clients with online account access.
• Open and sort mail.
• Balance Trust Accounts
• File paper and electronic documents.
• Reviews and pays clients bills.
• Prepares correspondence and client reports.
• Complete department mailings.
• Takes ownership of projects as needed.
• Other duties as assigned.

Qualifications

Education/Experience

• High school diploma required.
• Associates degree in Finance, Accounting, or Business preferred.
• Business or office experience.
• Trust experience preferred

Skills

• Demonstrates good customer service
• Effectively work as a team member and independently
• Proficient in verbal and written communication skills
• Proficient computer skills
• Excellent attention to detail

Isabella Bank is an AA/EEO employer.