Wealth Management Administrative Assistant II
Company: First Interstate BancSystem, Inc.
Location: Grand Island
Posted on: September 20, 2022
If you are a current FIB employee, please apply through the
Career Worklet in the Employee Portal.
This position is available at our North Platte, Grand Island or
Provides support to the First Interstate Wealth Management team
that includes Trust and Investment services. This individual will
primarily assist Trust Specialists, Investment Specialists and
Wealth Advisors in the performance of their duties and servicing of
their clients. They will also provide support and backup to other
members of the Wealth Management team, as assigned.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other
duties may be assigned.
* Supports the account administration process as directed by the
* 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
* 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
* Maintains and inputs data systems as required in a high quality
and timely manner.
* Works on continuing education and regulatory training.
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed
below are representative of the knowledge, skill, and/or ability
required. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED) and 2 or more
Experience within Brokerage, Trust or Finance preferred.
OTHER SKILLS & ABILITIES
Ability to communicate effectively. Ability to work well with
co-workers. Ability to properly prioritize workload and remain
adaptable under pressure. Computer skills essential. Computer
experience with Internet, MS Word & MS Excel required. Knowledge of
additional applications preferred. Ability to pay attention to
detail required, especially in time-sensitive and pressure
situations. Looking for a professional, self-driven/motivated,
pleasant individual who is committed to ensuring clients always
Ability to read and comprehend simple instructions, short
correspondence, and memos. Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small
group situations to customers, clients, and other employees of the
Ability to add, subtract, multiply, and divide in all units of
measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent and to draw and
interpret bar graphs.
Ability to apply common sense understanding to carry out detailed
but uninvolved written or oral instructions. Ability to deal with
problems involving a few concrete variables in standardized
Securities Licensed Preferred. If not licensed, would be required
to successfully obtain securities Series 7 and 66 licenses within
18 months of hire. Additional insurance licensing would expected at
a later time.
While performing the duties of this job, the employee is regularly
required to sit; use hands to finger, handle, or feel; and talk or
hear. The employee frequently is required to stand, walk, and reach
with hands and arms. The employee must frequently lift and/or move
up to 25 pounds. Specific vision abilities required by this job
include close vision.
The work environment characteristics described here are
representative of those an employee encounters while performing the
essential functions of this job. Reasonable accommodations may be
made to enable individuals with disabilities to perform the
The noise level in the work environment is usually moderate.
If you are a current FIB employee, please apply through the Career
Worklet in the Employee Portal.
Keywords: First Interstate BancSystem, Inc., Grand Island , Wealth Management Administrative Assistant II, Administration, Clerical , Grand Island, Nebraska
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