Wealth Services Administrator Position Available In Chatham, Georgia
Tallo's Job Summary: The Wealth Services Administrator position at Queensborough National Bank and Trust in Savannah, GA offers a salary range of $36.5K - $45.5K per year for a full-time role. Responsibilities include database management, event coordination, meeting service standards, representation at events, and backup administrative support. Candidates must have office experience, strong computer skills, and proficiency in Microsoft Office Suite. This is an opportunity for a self-directed individual with excellent organizational and service skills.
Job Description
Wealth Services Administrator Queensborough National Bank and Trust
- 4.
2
Savannah, GA Job Details Full-time Estimated:
$36.5K
- $45.5K a year 13 hours ago Qualifications Microsoft Powerpoint Microsoft Word Microsoft Excel Microsoft Office Organizational skills Computer skills Marketing Entry level Full Job Description Support wealth team by providing support to administrative office duties as well as collaborating, developing and deploying client service processes. 1. Database Management
- Maintenance of in-house listing database
- Broker assistance
- using the system 2. Event Coordination
- help schedule client and internal events.
3.
Meeting Service Standards through:
- client mailings, appointment reminders, outbound contact.
- acting as receptionist and office greeter for incoming calls and guests, as available.
- providing refreshment provisions and hosting customers.
4. Representation of team at various events. 5. Backup administrative support. 6. All other tasks and duties as assigned, with dates to be agreed upon
Requirements :
Office related experience required. Excellent computer skills (including database). Marketing and service skills as well as proven responsiveness, accuracy and attention to detail in their work. The ideal candidate is a self-directed individual who will have a strong ability to effectively plan, organize, multi-task and prioritize. Must have excellent level of proficiency with the following software applications: Microsoft Word, Excel, PowerPoint. Familiarity with FIS, Bankway system preferred.
Skills Required Professionalism Organization Microsoft Word Microsoft Excel Microsoft Office Suite Behaviors Required Detail Oriented:
Capable of carrying out a given task with all details necessary to get the task done well
Preferred Functional Expert:
Considered a thought leader on a subject
Team Player:
Works well as a member of a group
Dedicated:
Devoted to a task or purpose with loyalty or integrity
Motivations Preferred Self-Starter:
Inspired to perform without outside help Ability to Make an
Impact:
Inspired to perform well by the ability to contribute to the success of a project or the organization Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
