Queensborough National Bank & Trust Co.
Licensed Wealth Services Administrator
Queensborough National Bank & Trust Co., Augusta, Georgia, United States, 30910
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 :
- High Level of 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 will have a high level of experience and skill as a self-directed individual to handle a heavy workload and effectively plan, organize, multi-task and prioritize. High level of efficiency needed.
- High level of professionalism and calm demeanor.
Must have excellent level of proficiency with the following software applications: Microsoft Word, Excel, PowerPoint.
Familiarity with FIS, Bankway or Horizon system preferred.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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 :
- High Level of 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 will have a high level of experience and skill as a self-directed individual to handle a heavy workload and effectively plan, organize, multi-task and prioritize. High level of efficiency needed.
- High level of professionalism and calm demeanor.
Must have excellent level of proficiency with the following software applications: Microsoft Word, Excel, PowerPoint.
Familiarity with FIS, Bankway or Horizon system preferred.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)