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Provide administrative support to wealth advisors and clients: manage client files and compliance documents, schedule meetings and appointments, communicate with clients and coworkers, organize large information volumes, and use Microsoft Office and CRM platforms. Complete Office Professional Certification within 90 days.

Assemble, scan, and maintain digital credit files in the banks Director Cabinet Filing System; process post-closing and eRecording documents via Simplifile; manage intake, storage, release of possessory collateral; respond to lender inquiries; ensure accurate retention and confidentiality of paper and electronic loan files.

Support end-to-end payroll processing and benefits administration for Frandsen Companies. Process payroll changes, resolve discrepancies, assist with audits and W-2s, handle benefit enrollments and billing, maintain HRIS records, support 401(k) and leave administration, and provide customer service to employees and vendors.

Perform risk-based internal audit engagements across the bank: plan and execute testing, analyze data/processes, document workpapers, report findings, partner on remediation, and perform follow-up testing to validate corrective actions.