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Wealth Management Assistant

Cedar Rapids, IA

Job Information

Wealth Management Assistant

Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships.

CRBT is looking for a Wealth Management Assistant to join our team. The three key attributes of this position are 1) Assist with the day-to-day administrative duties in support of the Wealth Management officers (including correspondence, presentation materials, spreadsheets, mail, phone calls, etc), 2) Assist with client requests, inquires, and meetings, and 3) Back-up to Receptionist.

To be considered for this position, you should have experience in a trust department or two years of banking experience, have the ability to manage a variety of tasks and work independently, maintain the utmost confidentiality, have excellent human relations skills to deal effectively with visitors/customers in person or over the phone, have strong computer skills in Microsoft Excel, Word, and Powerpoint, and have strong attention to detail.

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If you are interested, please apply online at

Equal Opportunity Employer

Pre-Employment Drug Testing Required

Posted 12/19/16

Job ID: 20854818
Mactive ID: 44258