Administrative Assistant - Wealth Management

Description

About us

As one of the oldest, independent community banks in Vermont, Union Bank has a longstanding reputation for investing in the success of our customers and communities. Founded in 1891 in Morrisville, Vermont, Union Bank is a full-service bank offering commercial, retail, municipal and asset management services throughout northern Vermont and northern New Hampshire.

Description

We are seeking a motivated individual for a full-time Administrative Assistant working in our Wealth Management area. 

Essential job duties include: 

• Daily settlement processing, monthly account reconciliation and tickler management for various distributions and tasks.
• Being a contact for clients, addressing inquiries, and providing great client service through phone, email, and in-person interactions.
• Working with wealth advisors to prepare and process account paperwork, including new account openings, account transfers, and account maintenance. 
• Fielding client requests and completing tasks, following through to make sure client's needs are met while following compliance requirements. 

Prior banking experience is preferred but not required; we will train the right candidate. This candidate should be technologically adept, deliver outstanding customer service, and have a continuous desire to learn.

Why work with us?

While working for a VT Based company that makes a difference in our VT and NH communities, you can enjoy the following perks:

• Generous Paid Time Off
• Health, Dental, and Life Insurance
• Partially paid Short and Long-Term Disability
• Company-matched 401K retirement account
• Bankers’ hours
• Paid Federal Holidays

Requirements

QUALIFICATION REQUIREMENTS:

1. Excellent secretarial, clerical skills and customer service skills.
2. Mathematical aptitude.
3. Knowledge of banking services and preferably trust products.
4. Responsible for keeping up to date with applicable banking regulations and Bank procedures.
5. Software Utilized: Microsoft Office and AddVantage.