Investment Assistant : Client Services & Admin Support
Listed on 2026-10-06
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Administrative/Clerical
Office Administrator/ Coordinator, Admin Assistant, Business Administration, Virtual Assistant/ Remote Admin
Thomaston Savings Bank is seeking an Investment Assistant I to provide broad administrative support to the Investment brokers and team. The role reports to the Senior Investment Assistant and involves client file preparation, CRM maintenance, and ensuring high-quality service.
Responsibilities include coordinating client appointments, reviewing paperwork, and liaising with Infinex for campaigns and promotions, while maintaining strong branch collaboration and compliance with bank policies.
Step into the Investment Assistant I:
Client Services & Admin Support role at ADP in Thomaston, CT, United States and grow with us.
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:
Client Services & Admin Support role in the description above.
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