Passumpsic Savings Bank
  • 28-Jun-2021 to Until Filled (MST)
  • Passumpsic Financial Advisors
  • St Johnsbury, VT, USA
  • 17.00
  • Hourly
  • Full Time

Medical, Dental, Life Insurance, Disability Insurance, 401k


Passumpsic Savings Bank is looking for a bright, energetic and highly motivated individual to join our organization as an Administrative Assistant for Passumpsic Financial Advisors, located on Main Street in St Johnsbury.

This right candidate for this position will provide administrative supports all positions within the Division as outlined below.

Key Responsibilities

  • Set Up customer account files, ensuring completeness of necessary information

  • Reconcile monthly reports

  • Schedule appointments and maintain calendars for administrative officers

  • Perform wire transfers, check requests, and payment of bills as required through accounting system

  • Prepare meeting agendas and compile necessary meeting materials and take and prepare minutes for meetings

  • Participates as a member of the Trust Administration Committee
  • Receive confirmations from brokers on security trades and enters them onto the accounting system
  • Greet visitors, ascertain nature of business, and direct customer to appropriate individual
  • Responsible for calculation of Internal Money Market Rate and conveying information to appropriate parties

Qualifications

  • High School diploma or equivalent education with 2+ years of job related experience

  • Strong written, oral and human relations skills

  • Strong organizational and time management skills

  • Ability to function in a Consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.

With a full line of financial products and services, as well as expert financial advice, we're a proven partner in the prosperity of our communities. We focus on improving the world around us with a sincere commitment to our customer's success.

We are a workplace that highly values the contributions of our people. We believe if we work together, we can accomplish amazing feats for our community. To this end, we recruit bright, energetic and talented people to be members of our team. In return, we offer a dynamic work place that presents opportunities for advancement and learning new skills. We really believe that when our employees succeed, everyone wins.

If you have questions about this position description, please feel free to ask.

Equal Opportunity Employer Member FDIC

Minority/Female/Veteran/Disability

Passumpsic Savings Bank
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