Wealth Management Admin Assist I

JOB RESPONSIBILITIES Prepares reports and presentation materialsReceives and responds to correspondenceReceives and directs visitorsSchedules meetingsPerforms other duties as assignedMaintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasksDeliver a consistent, high level of service within our Serving More standardsCOMPETENCIES Interpersonal/Customer Service SkillsWritten and Verbal CommunicationAbility to understand and follow directionsAdaptable to changeBasic Computer SkillsAbility to build collaborative relationshipsAbility to work as part of a teamOrganizational Skills/Detail OrientedAnalytical ThinkingAble to Multi-Task or Juggle PrioritiesEDUCATION - CERTIFICATIONS - WORK EXPERIENCEHigh School diploma or equivalent requiredMinimum Years of Specialization Experience - 0-2 YearsADDITIONAL INFORMATIONThis 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.

Created: 2026-02-25