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16Nov

Wealth Advisory Services Support Specialist

Dubuque Bank & Trust, Dubuque, IA

PRIMARY RESPONSIBILITIES:

  • Composes and sends routine written correspondence.
  • Creates mailing lists and utilizes mail merge function for mass mailings.
  • Inputs, restores, and runs reports from internal data base systems.
  • Arranges and coordinates meeting attendance, travel schedules and reservations.
  • Assists with estate administration.
  • Assists with tax processing as requested.
  • Codes and prepares departmental bills and expense reports for select individuals for submission to finance for payment.
  • Proficiently and accurately prepares informational packets for relationship managers to share with clients.
  • Provides back-up to other administrative support staff.
  • Maintains adequate knowledge of all bank services to make appropriate referrals and meet established annual referral goals.

 

SECONDARY RESPONSIBILITIES:

Performs other duties as assigned.

 

QUALIFICATIONS:

  • Associate's Degree or equivalent combination of education and experience
  • 1-3 years professional office experience.
  • Previous experience providing administrative support for trust and estate administrators and/or legal experience pertinent to the same is preferred.
  • Experience with financial planning, customer relationship management, and trust accounting applications preferred.
  • Ability to support and receive instruction and direction from multiple staff members. 
  • Strong problem-solving and attention-to-detail skills.
  • Ability to work effectively in a fast-paced environment.
  • Ability to prioritize multiple tasks.
  • Ability to learn and become proficient with computer applications required for the position, including Microsoft Office, database, accounting, and customer relationship management applications.

EOE/AA Employer
M/F/Disabled/Vet

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Job Details

Req Num 17-0922
ID 423906
Location
Dubuque, IA
Positions 1
Type
Employee
Status
Full Time
Pay --
Categories
Banking/Mortgage/Financial Services
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 1-2 Years
Education Associates

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