Investment Coordinator
North Shore Bank
Lokasi pekerjaan
Brookfield, WI, USA
Status Pekerjaan
Waktu penuh
Detail Pekerjaan
Job Description
As The Bank of You, North Shore Bank is about helping families thrive, businesses grow and communities flourish. And it's our employees that make the difference. With offices located throughout eastern Wisconsin, we offer a work culture that has been recognized as a Top Workplace ten times by the Milwaukee Journal Sentinel
As a mutual company, North Shore Bank isn't publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. Are you looking for a company that places long-term growth ahead of short-term profits? Where you can put your customers first and think creatively to solve challenges? Where respect, integrity and being true to your word are valued and rewarded? This is the place.
The Administrative Coordinator - Alternative Investments provides administrative support for the department and may also perform customer prospecting activities in support of the Investment Consultants.
• Balances applicable general ledgers and daily deposits to reported sales; completes wire transmittals, and; corresponds with Cetera regarding sales paperwork and wires.
• Communicates with insurance and mutual fund companies in order to service existing investment business.
• Communicates with department staff on annuity paperwork requirements and changes, including annuity rate changes.
• Provides administrative assistance to Investment Consultants such as, calendar/schedule maintenance; transaction processing; corresponding with insurance and investment companies, and; customer account and sales material maintenance.
• Performs some prospecting activities, following up on referrals and confirming appointments and scheduling reviews.
• Assists investment clients in a timely fashion; performs service work; and places trades and contacts Cetera's customer service as necessary. Forwards appropriate service calls to Investment Consultants.
• Assists field sales force in achieving their goals, and departmental goals.
EDUCATION and/or EXPERIENCE
High school diploma or equivalent required. At least three years of related administrative experience and/or training; or equivalent combination of education and experience. A Series 6 license, life insurance license, or some exposure to the insurance industry and insurance products is preferred. Requires demonstrated experience and skill with various software (Microsoft products) and computer systems.
OTHER SKILLS AND ABILITIES
Experience in basic accounting and basic banking knowledge will be extremely helpful. Must be detailed oriented and committed to meeting daily deadlines. This position requires experience in providing a high level of customer service, which includes complex problem resolution, excellent interpersonal, verbal and written communication skills. Requires an individual who is self-motivated, assertive, performs well in a competitive sales environment, and that interacts with customers and team members in a professional and personable manner
