Wealth Administrative Assistant
Job in
Mount Pleasant, Isabella County, Michigan, 48804, USA
Listed on 2026-05-28
Listing for:
Isabella Bank
Full Time
position Listed on 2026-05-28
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Bookkeeper/ Accounting Clerk -
Finance & Banking
Office Administrator/ Coordinator, Bookkeeper/ Accounting Clerk
Job Description & How to Apply Below
Description
Position Title:
Wealth Administrative Assistant
Job Details
Description
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.
Education/Experience
- High school diploma required.
- Associates degree in Finance, Accounting, or Business preferred.
- Business or office experience.
- Trust experience preferred
- 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
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