Posted 4d ago

Wealth Management Admin Assist I

@ Park National Bank
Newark, Ohio, United States
OnsiteFull Time
Responsibilities:Preparing reports, Managing correspondence, Scheduling meetings
Requirements Summary:High school diploma required; 0-2 years of experience in similar role.
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Job Description

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.