Apply on Employer Site

First Interstate · 1 month ago

Administrative Assistant II - Wealth Management

Billings, MT

Full-time

Onsite

Mid Level

4+ years exp

First Interstate is a financial services company, and they are seeking an Administrative Assistant II to support their Wealth Management team. This role involves assisting Trust Specialists, Investment Specialists, and Wealth Advisors, as well as handling account administration and customer interactions.

BankingCredit CardsFinancial ServicesWealth Management

Responsibilities

Supports the account administration process as directed by the Supervisor

Contacts and schedules appointments, completing and finalizing call and file documentation and initiates follow-up contacts

Working in a team focused environment and needs to be able to balance priorities for the benefits and progress of team objectives and be able to work and be flexible in a changing work environment

Initiates contact with existing customers to schedule appointments and to gather information as needed

Greets and assists customers in person and by telephone in a professional and responsive manner consistent with First Interstate’s Wealth Management standards and guidelines

Processes daily business including, but not limited to, distributions, deposits and documentation

Sets up new accounts, maintains and updates existing accounts

Maintains and inputs data systems as required in a high quality and timely manner

Works on continuing education and regulatory training

Qualification

Advanced computer skillsMicrosoft PowerPointMicrosoft WordMicrosoft ExcelAttention to detailInterpersonal skillsIndependent workOrganizational skillsEffective communicationCollaboration