Admin Asst III - Wealth Management

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

This position is located at our Billings, MT Heights branch.

SUMMARY

Provides support to the First Interstate Wealth Management team.  This individual will primarily assist the Wealth Advisor in the performance of their duties and servicing of their clients. They will also provide support and backup to other members of the Investment Management team, as assigned. Position assumes administrative responsibility for projects that may be complex and/or involve bank-wide impact.  Managing the front desk of the Wealth Management team.  Requires initiative and judgment.  Apply advanced skills for the position. Resolves most questions and problems and refers only the most complex issues to higher levels.  Works under minimal supervision. Affiliation with our broker dealer required and gained through successful background check and fingerprinting.

ESSENTIAL DUTIES & RESPONSIBILITIES include the following: other duties may be assigned.

• Supports the account administration process as directed by the Supervisor.
• Clerical and organizational assistance of department correspondence, handling mail, scanning, and other administrative duties.
• Working in a team focused environment and needs to be able to balance priorities for the benefits and progress of team objectives and be able to work and be flexible in a changing work environment.
• Organize and coordinate department functions as requested.
• Greets and assists customers by telephone and virtual conferences in a professional and responsive manner consistent with First Interstate’s Wealth Management standards and guidelines.
• Processes daily business including, but not limited to, distributions, deposits and documentation.
• Sets up new accounts, maintains and updates existing accounts.
• Maintains and inputs data systems as required in a high quality and timely manner.
• Design, organize, and maintain central filing system for the department, including records management and retention tracking.
• Order and maintain supplies; arrange for equipment maintenance.
• Works on continuing education and regulatory training.
• Assists with marketing and event planning.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED) and 3-5 years’ administrative support experience preferred. Experience within Brokerage, Trust or Finance preferred.  Ability to obtain security and insurance licenses including Series 6 or 7 securities license is preferred but not required.

OTHER SKILLS & ABILITIES

Ability to communicate effectively. Ability to work well with co-workers. Ability to properly prioritize workload and remain adaptable under pressure.  Computer skills are essential.  Computer experience with Internet, MS Word & MS Excel required.  Knowledge of additional applications is preferred.  Ability to pay attention to detail required, especially in time-sensitive and pressure situations.  Looking for a professional, self-driven/motivated, pleasant individual who is committed to ensuring clients always comes first.

LANGUAGE SKILLS

Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percentage and to draw and interpret bar graphs.

REASONING ABILITY

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear.  The employee frequently is required to stand, walk, and reach with hands and arms.  The employee must frequently lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually low.

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.