Clerical Assistant

Position Summary

The Clerical Assistant will be responsible for assisting the Wealth Management department with clerical tasks and administrative projects.

Essential Responsibilities

• Process and reconcile daily wealth management transactions.
• Scan, file, and maintain electronic and hard copies of open and closed account files
• Arrange meetings and ensure appropriate reservations, when necessary
• Collect and distribute daily mail
• Other miscellaneous clerical and administrative duties, as assigned

Competencies & Qualifications

• High school diploma or equivalent required
• Proficient with Microsoft Word and Excel
• Ability to work well within deadlines
• Ability to handle high-volume workload
• Excellent verbal and written communication skills
• Excellent customer service acumen
• Efficient, effective organization and time-management skills
• Consistent attention to detail
• Ability to work effectively with or without specific direction, as needed