Wealth Management Admin Assist

Park National Bank

Charlotte, NC

JOB DETAILS
JOB TYPE
Part-time
SKILLS
Administrative Skills, Analysis Skills, Calendar Management, Computer Skills, Customer Support/Service, Detail Oriented, High School Diploma, Interpersonal Skills, Multitasking, Organizational Skills, Presentation/Verbal Skills, Regulatory Compliance, Reporting Skills, Risk Management, Team Player, Wealth Management
LOCATION
Charlotte, NC
POSTED
30+ days ago

*Sponsorship not available

JOB RESPONSIBILITIES

  • Prepares reports and presentation materials
  • Receives and responds to correspondence
  • Receives and directs visitors
  • Schedules meetings
  • Performs other duties as assigned
  • Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
  • Deliver a consistent, high level of service within our Serving More standards

COMPETENCIES

  • Interpersonal/Customer Service Skills
  • Written and Verbal Communication
  • Ability to understand and follow directions
  • Adaptable to change
  • Basic Computer Skills
  • Ability to build collaborative relationships
  • Ability to work as part of a team
  • Organizational Skills/Detail Oriented
  • Analytical Thinking
  • Able to Multi-Task or Juggle Priorities

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

  • High School diploma or equivalent required
  • Minimum Years of Specialization Experience - 0-2 Years

ADDITIONAL INFORMATION

This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with coworkers and stakeholders to discuss and exchange accurate information.

 

About the Company

P

Park National Bank