FIRST DAKOTA NATIONAL BANK is seeking a part-time Investment Services Assistant to join our Yankton team. Hours vary Monday-Friday 10am-2pm, with a flexible schedule, typically working 20+ hours/week. Assist one or more investment brokers in performance of sales and operational activities by speaking with clients, answering operations questions and interfacing with back office operations. Performs a variety of administrative duties to support office and individual financial advisor's functions.
- Answers and screens telephone calls received by financial advisor. Records messages and assists clients with basic questions or problems regarding their accounts.
- Performs sales support duties such as communicating with customers, conducting and tracking large mailings, scheduling client appointments.
- Provides administrative support activities, which may include word processing to include standard business letter authoring and formatting, processing incoming/outgoing mail, maintaining client documents, operating standard office equipment and software.
- Works closely with other support staff and office personnel to identify and resolve operational issue of accounts, new accounts, maintains proper account documents.
- May perform basic research on accounts, client account statements and basic portfolio valuations.
- Project management. Including prospecting mailings, marketing campaigns, and referral incentive campaigns.
- In-office attendance is a must
FIRST DAKOTA offers competitive compensation and excellent benefits including Dental, Vision, PTO, Career Apparel and 401(k). Successful applicant must pass pre-employment screening including credit history and criminal background. Interested candidates may apply online at www.firstdakota.com/careers
First Dakota National Bank is an Equal Opportunity Employer Member FDIC
