Investment Assistant

Job overview

The Investment Assistant role is onsite in York, NE; compensation is not specified. The position provides administrative support to Cornerstone Bank’s Investment Department and helps maintain customer and employee relationships. The assistant supports the department’s client service and investment-account processes by coordinating appointments, responding to inquiries, maintaining files, and processing sales of commission- and fee-based products. Accurate, professional support helps the team serve prospects and clients effectively.

What you'll do

• Provide general administrative support to the Investment Department
• schedule prospect and client appointments
• assist with opening investment accounts
• answer prospect and client inquiries
• process sales of commission- and fee-based products
• maintain investment client files
• provide telephone and receptionist support.

What we're looking for

Skills & competencies

investment assistant

investment department

administrative support

client service

investment accounts

appointment scheduling

client files

telephone support

york ne

cornerstone bank ne

Work arrangement

• Weekend coverage required

Benefits & perks

• Vacation and paid time off, paid holidays, retirement plan contribution, life and long-term disability insurance, health, dental and vision insurance, career growth potential, and bonus programs.

Why this role

High school education minimum; business post-secondary education or 1–3 years of banking or related experience preferred; working knowledge of computers and Microsoft Office.

About the employer

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