Investment Administrative Assistant

This job was posted by https://illinoisjoblink.illinois.gov : For more
information, please see:
https://illinoisjoblink.illinois.gov/jobs/12280500 Sauk Valley Bank

Description:

Title: Investment Administrative Assistant

Salary Range: Based on Experience

FLSA: Non-Exempt

Hours: Monday Friday 8:00 5:00

Category: Full Time

Reports To: VP Investment Representative

SUMMARY

The position of Investment Administrative Assistant is responsible for
assisting the VP Investment Representative with day to day operation. In
addition the AA assures compliance with all SVB policies and procedures,
as well as, all applicable state and federal banking and investment
regulations.

ESSENTIAL DUTIES

1. Provides administrative and general clerical support for servicing
and assistance as needed. Including new accounts, filing, paperwork
finalization, etc.
2. Processes and resolves general customer transactions, problems or
inquiries. Assists with document follow-up.
3. Operates computer to process account activity, determine balances,
research and resolve problems within given authority.
4. Composes, prepares and issues correspondence such as internal
memorandums and letters to customers. Tabulates and posts data in
files and record books; sets up and maintains a variety of central
files and journals. Gathers data and process various reports and
callbacks.
5. Works in conjunction with MSTC in maintaining a positive working
relationship
6. Preparing and scheduling annual client reviews
7. Managing outlook calendar and email
8. SIE designation required

SECONDARY DUTIES

The position of Investment Administrative Assistant performs duties
specific to the position and other functions as assigned.

SUPERVISORY RESPONSIBILITY

The position of Investment Administrative Assistant is not responsible
for the supervision of any employee(s).

ENVIRONMENT AND PHYSICAL ACTIVITY

The environment for this position is an open office that is mostly clean
and comfortable. It may include some minor annoyances such as noise,
odors, drafts, etc. The incumbent is in a non-confined office-type
setting in which he or she is free to move about at will.

The incumbent in the course of performing this position spends time
writing, typing, speaking, listening, lifting (up to 30 pounds),
carrying, seeing (such as close, color and peripheral vision, depth
perception and adjusted focus), sitting, pulling, walking, standing,
squatting, kneeling and reaching.

Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.

MENTAL DEMANDS

The incumbent in this position must be able to accommodate to reading
documents or instruments, detailed work, problem solving, customer
contact, reasoning, math, language, presentations, verbal and written
communication, analytical reasoning, stress, multiple concurrent tasks
and constant interruptions.

Requirements:

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum
experience normally considered essential to the satisfactory performance
of this position. The requirements listed below are representative of
the knowledge, skill and/or ability required to perform the position in
a satisfactory manner. Individual abilities may result in some deviation
from these guidelines.

High sch

PI251832829

Sauk Valley Bank is an Equal Opportunity Employer and does not
discriminate against any applicants for employment based on their race,
color, religion, sex (including pregnancy, sexual orientation, or gender
identity), national origin, age, physical or mental disability, genetic
information, veteran status, uniformed service member status, or any
other status protected by law.