Investment Administrative Assistant

Job Title: Investment Administrative Assistant

Location: Van Wert, Ohio & Celina, Ohio

Status: Full-Time

FSLA Job Class: Non-Exempt

Department: CNB Wealth Management Group

Reports To: Financial Advisor

At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.

Citizens National Bank has an excellent opportunity available in our Van Wert and Celina market for a Full-Time Investment Administrative Assistant. In this role you will be responsible for the day-to-day operation duties of the firm. The Investment Administrative Assistant  helps keep the office running smoothing and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.

A typical day may include the following: 

• Greets clients and prospective clients in a professional, friendly and sincere manner making them feel comfortable when they visit the office. Handles incoming calls also in a friendly, professional, sincere manner.
• Processes new accounts, account transfers, new contributions and redemptions and beneficiary changes. Checks accuracy of documents and makes the necessary revisions.
• Creates client meeting update books and reviews.
• Sends periodic client correspondence.
• Performs office coordination and administrative functions to keep the office productivity at a maximum level. Keeps staff informed of weekly meeting agenda items.
• Handles calendars for the Wealth Advisor(s) and others in the office.
• Develops and maintains written systems of all activities.
• Orders and handles office supplies and other miscellaneous operational activities.
• Sorts and distributes the mail. Coordinates the assembly and mailing of client paperwork.
• This position requires on-site presence for regular, successful performance: teamwork, face-to-face interaction with peers/management and the ability to utilize the in-house software and hardware is required. Adherence to the Bank attendance policy is required as an essential function of this position.
• Employees must be able to relate to other people beyond giving and receiving instructions:  must get along with co-workers or peers without exhibiting behavioral extremes; be able to perform work activities requiring negotiating, instructing, supervising, persuading or speaking with others; and respond appropriately to criticism from a supervisor