Wealth Management Admin Assist

Reposted 13 Days Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
Entry level
Fintech • Software • Financial Services
The Role
The Wealth Management Admin Assistant prepares reports, responds to correspondence, schedules meetings, and maintains compliance with banking procedures while providing excellent customer service.
Summary Generated by Built In

*Sponsorship not available

JOB RESPONSIBILITIES

  • Prepares reports and presentation materials
  • Receives and responds to correspondence
  • Receives and directs visitors
  • Schedules meetings
  • Performs other duties as assigned
  • Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
  • Deliver a consistent, high level of service within our Serving More standards

COMPETENCIES

  • Interpersonal/Customer Service Skills
  • Written and Verbal Communication
  • Ability to understand and follow directions
  • Adaptable to change
  • Basic Computer Skills
  • Ability to build collaborative relationships
  • Ability to work as part of a team
  • Organizational Skills/Detail Oriented
  • Analytical Thinking
  • Able to Multi-Task or Juggle Priorities

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

  • High School diploma or equivalent required
  • Minimum Years of Specialization Experience - 0-2 Years

ADDITIONAL INFORMATION

This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.


Equal Opportunity Employer
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.

Skills Required

  • High School diploma or equivalent
  • 0-2 years of specialization experience
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Newark, Ohio
1,270 Employees
Year Founded: 1908

What We Do

Banking is about relationships more than money. We’re a family of successful community banking teams led by strong, local leadership. We connect the convenience and resources of a national bank with hands-on, personalized service. Our commitment to serving with integrity and reliability has led to relationships that last generations. Our size and strength give customers flexible, banking options and convenience with extensive branch and ATM coverage. A wide variety of secure digital services help people manage their money anytime, anywhere. We want customers to bank the way they want and benefit from accounts that work for them. Whether it’s a home or vehicle loan, business loan or line of credit, our customer’s financial goals are our priority. At our core, we’re a community bank. From personal connections to large-scale partnerships, we work hand-in-hand to positively impact our communities, one customer at a time. THE ASSOCIATE EXPERIENCE: At Park, banking is about more than money, and your job is more than the work you do. Experience a career that ignites your passion to serve, unlocks your potential to grow and fuels the life you want to build for yourself and those you love. This is the official page for Park National Bank, headquartered in Newark, OH. Member FDIC. Equal Housing Lender

Similar Jobs

Circle Logo Circle

Principal Creative, Copy

Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
In-Office or Remote
25 Locations
1050 Employees
173K-223K Annually

PwC Logo PwC

Operations Consulting - Value Capture - Procurement Strategy and Strategic Sourcing - Experienced Associate

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
50 Locations
370000 Employees
61K-100K Annually

Samsara Logo Samsara

Operations Manager

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
United States
4000 Employees
119K-200K Annually

Samsara Logo Samsara

Principal Product Manager

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
United States
4000 Employees
137K-245K Annually

Similar Companies Hiring

Fairly Even Thumbnail
Hardware • Other • Robotics • Sales • Software • Hospitality
New York, NY
30 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account