Administrative Assistant - Raymond James Investments - First Farmers Bank & Trust - Terre Haute, IN

INVESTMENT ADMINISTRATIVE ASSISTANT – Terra Haute

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DEPARTMENT: Trust/Investments

CLASSIFICATION: Non-Exempt

REPORTS TO: Wealth Management Officer

SUPERVISES: None

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POSITION SUMMARY:

This position primarily provides clerical assistance in the Investment Department.

DUTIES:

1. Process a variety of different transactions for the Department, including deposits, payments, and interest

2. Gain general knowledge of the department software

3. Assist in establishing new accounts for the clients, including documentation that is required for these accounts

4. Assist in handling phone calls and appointments for clients

5. Assist with support for the Investment Department

6. Perform other duties as assigned

RELATIONSHIPS/QUALIFICATIONS:

1. Responsible to the Wealth Management Officer for the fulfillment of functions and responsibilities assigned

2. Will have contact with the customers and public

3. Shall conduct all relationships in a manner that will enhance the overall marketing of the bank

4. Will be called on from time to time to participate with community organizations and community projects

WORKING CONDITIONS

1. Normal office environment

2. Extended viewing of computer screens

3. Repetitive hand and arm movement

First Farmers Bank & Trust promotes an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see your HR Director should you have any questions about this policy or these job duties.