Investment Assistant - Brokerage & Client Services
Listed on 2026-10-06
-
Administrative/Clerical
Business Administration, Office Administrator/ Coordinator -
Finance & Banking
Business Administration, Office Administrator/ Coordinator
Thomaston Savings Bank in Thomaston, CT is seeking an Investment Assistant I to provide essential administrative support to the Investment brokers and team. The role involves preparing client illustrations, managing schedules, and coordinating with Financial Consultants and branches to deliver high-quality service.
The ideal candidate will be proficient with CRM systems, comfortable handling confidential client data, and able to support marketing campaigns and new procedures with Infinex and the
This is a great position to take on the Investment Assistant I
- Brokerage & Client Services role at Thomaston Savings Bank.
The advertised compensation is 31.000 - 47.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment Assistant I
- Brokerage & Client Services role in the description above.
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