Investment Services Office Administrator I

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    "requisitionDescription": "<div><p style='margin:0in;margin-bottom:.0001pt;text-align:justify;font-size:16px;font-family:\"Tahoma\",sans-serif;margin-right:22.0pt;line-height:100%;'><strong>WE VALUE INTENTIONAL APPLICANTS. IF THIS ROLE INTERESTS YOU, PLEASE THOUGHTFULLY RESPOND TO ALL QUESTIONS SO WE CAN LEARN MORE ABOUT YOUR FIT.</strong></p><p style='margin:0in;margin-bottom:.0001pt;text-align:justify;font-size:16px;font-family:\"Tahoma\",sans-serif;margin-right:22.0pt;line-height:100%;'><br></p><p style='margin:0in;margin-bottom:.0001pt;text-align:justify;font-size:16px;font-family:\"Tahoma\",sans-serif;margin-right:22.0pt;line-height:100%;'><strong><span style='font-size:13px;line-height:100%;font-family:\"Arial\",sans-serif;'>SUMMARY</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;text-align:justify;font-size:16px;font-family:\"Tahoma\",sans-serif;'>The position of Investment Services Office Administrator is responsible for providing administrative support and assisting the Financial Consultants. &nbsp; Routine contact with internal and external customers to provide quality service. Coordinate appointments, track referrals and report referrals. Maintains office, supplies, marketing materials, prospectuses, answers the telephone; receives and distributes mail and correspondence; gathers data and compiles various reports for management; photocopies materials; maintains files; issues correspondence; promotes business for the Bank by maintaining good customer relations.</p><p style='margin:0in;margin-bottom:.0001pt;text-align:justify;font-size:16px;font-family:\"Tahoma\",sans-serif;margin-top:0in;margin-right:22.0pt;margin-left:.25in;line-height:100%;'><strong><em><span style='font-size:13px;line-height:100%;font-family:\"Arial\",sans-serif;color:#C00000;'>&nbsp;</span></em></strong></p><p style='margin:0in;margin-bottom:.0001pt;text-align:justify;font-size:16px;font-family:\"Tahoma\",sans-serif;margin-right:22.0pt;line-height:100%;'><strong><span style='font-size:13px;line-height:100%;font-family:\"Arial\",sans-serif;'>ESSENTIAL FUNCTIONS</span></strong></p><ul id=\"isPasted\"><li>Coordinate brokerage office activities in support of the dedicated financial advisors. &nbsp;Work with clients or prospects concerning routine work with their accounts; resolve problems as needed or as instructed.</li></ul><ul><li>Demonstrate the ability to set appointments and profile for needs. &nbsp;Maintain a working knowledge of other banking services to generate referrals to the Bank.</li><li>Follow-up to ensure receipt of items and resolve related problems; refers problems to appropriate individuals; and ensures answers or information is received by inquiring party.</li><li>Tracks referrals and prepares referral reports for management.</li><li>Researches client and security information on the back office system.</li><li>Interacts daily on the phone and in person with prospective and exiting clients including handling basic inquiries.</li></ul><p>Provides effective customer service and assists in resolving problems within given authority.</p><ul><li>Composes, prepares and issues correspondence such as internal memorandums, e-mails to employees and letters to customers.</li><li>Ensures required client paperwork is current with firm and industry requirements, rules and regulations. &nbsp;Processes and follows up on client documentation for proper maintenance of accounts.</li><li>Operates computer terminal or personal computer to input and process data.</li><li>Routes incoming and outgoing mail and reports.</li><li>Performs various clerical duties including, but not limited to, word processing, filing, faxing, and copying.</li></ul><p>Performs additional duties and responsibilities as directed.</p><p style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:\"Arial\",sans-serif;'><strong><span style=\"font-size:13px;\">&nbsp;</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;text-align:justify;font-size:16px;font-family:\"Tahoma\",sans-serif;margin-right:22.0pt;line-height:100%;'><strong><span style='font-size:13px;line-height:100%;font-family:\"Arial\",sans-serif;'>GENERAL QUALIFICATIONS</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:\"Arial\",sans-serif;text-align:justify;'><strong><span style=\"font-size:13px;\">Knowledge &amp; Experience</span></strong><span style=\"font-size:13px;\">: &nbsp;These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. &nbsp;Individual abilities may result in some deviation from these guidelines.</span></p><p style='margin:0in;margin-bottom:.0001pt;text-align:justify;font-size:16px;font-family:\"Tahoma\",sans-serif;margin-top:0in;margin-right:22.0pt;margin-left:.25in;line-height:100%;'><strong><span style='font-size:13px;line-height:100%;font-family:\"Arial\",sans-serif;'>&nbsp;</span></strong></p><ul style=\"list-style-type: disc;margin-left:-0.25in;\"><li>High school diploma or general education degree (GED); or the equivalent combination of education and experience. &nbsp;</li><li>Work related experience should consist of duties in a business environment. &nbsp;&nbsp;</li><li>Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.</li></ul><p style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:\"Arial\",sans-serif;'><strong><span style=\"font-size:13px;color:red;\">&nbsp;</span></strong></p><p style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:\"Arial\",sans-serif;text-align:justify;'><strong><span style=\"font-size:13px;\">Physical Demands/Work Environment: &nbsp;</span></strong><span style=\"font-size:13px;\">Vision, hearing, speech, dexterity, visual concentration. &nbsp;A valid driver&rsquo;s license is required. &nbsp;Must have the ability to stand, walk, sit and use hands and fingers. &nbsp;Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. &nbsp;The environment is a professional office with standard office equipment.</span></p><p style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:\"Arial\",sans-serif;text-align:justify;'><em><span style=\"font-size:13px;\">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</span></em></p><p style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:\"Arial\",sans-serif;text-align:justify;'><strong><span style=\"font-size:13px;\">Cognitive Requirements:</span></strong><span style=\"font-size:13px;\">&nbsp; Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations&rsquo; environment. &nbsp;Must be able to pay close attention to detail and be able to work as a member of a team. &nbsp;Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations&rsquo; situations. &nbsp;Must have the ability to exercise discretion as well as appropriate judgments when necessary.</span></p><p style='margin:0in;margin-bottom:.0001pt;text-align:justify;font-size:16px;font-family:\"Tahoma\",sans-serif;'>&nbsp;</p><p style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:\"Arial\",sans-serif;text-align:justify;'><span style=\"font-size:13px;\">Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. &nbsp;&nbsp;</span></p><p><br></p></div>\n",
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