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Wealth Administrative Assistant

Job

Isabella Bank

Mount Pleasant, MI (In Person)

Full-Time

Posted 2 weeks ago (Updated 1 week ago) • Actively hiring

Expires 6/26/2026

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Job Description

Position Title:
Wealth Administrative Assistant Reports To:
Wealth Manager Responsibilities:
Greet clients and answer phones. Assist clients with online account access. Open and sort mail. Balance Trust Accounts File paper and electronic documents. Reviews and pays clients bills. Prepares correspondence and client reports. Complete department mailings. Takes ownership of projects as needed. Other duties as assigned. Qualifications Education/Experience High school diploma required. Associates degree in Finance, Accounting, or Business preferred. Business or office experience. Trust experience preferred Skills Demonstrates good customer service Effectively work as a team member and independently Proficient in verbal and written communication skills Proficient computer skills Excellent attention to detail Isabella Bank is an AA/EEO employer.