Investment Administrative Assistant

Job overview

The Investment Administrative Assistant role is onsite in Mansfield, OH. Compensation is not specified. The position supports Sutton Bank’s Investment Advisor and investment clients. The assistant helps the advisor build efficiencies, grow the practice, and serve clients by preparing paperwork, maintaining accurate files, tracking requests, and supporting transactions and meetings. The role also provides general office and client-service support to keep investment practice administration organized and responsive.

What you'll do

• Prepare paperwork, applications, and forms for client appointments
• research account balances and transaction activity
• maintain client files and audit documents
• update Sales Force Management and Status Manager
• submit files to Ameriprise and prepare annuities
• handle correspondence, supplies, calls, and data entry
• track pending paperwork and requests
• answer client questions and resolve problems
• coordinate marketing and client communications.

What we're looking for

Skills & competencies

investment administrative assistant

mansfield oh

sutton bank

full-time

investment support

client service

transaction processing

client files

meeting preparation

sales force management

status manager

office administration

Work arrangement

• Weekend coverage required

Why this role

Requires a high school diploma or GED and one year of office or administration experience and/or training, or an equivalent combination. No licenses or certifications are listed as required.

About the employer

Sutton Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.