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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.

Visit www.crbt.com to learn more about our company.

If you are interested, please apply online at www.crbt.com/careers.

Equal Opportunity Employer

Pre-Employment Drug Testing Required

Posted 12/19/16

Job ID: 20854818
Mactive ID: 44258