Investment Administrative Assistant

Sauk Valley Bank - Sterling, IL

Full-time

Sterling, IL

Credit Intermediation and Related Activities

About the position

The Investment Administrative Assistant at Sauk Valley Bank plays a crucial role in supporting the VP Investment Representative with daily operations. This position ensures compliance with bank policies and applicable regulations while providing administrative support and managing customer transactions.

Responsibilities

• Provides administrative and general clerical support for servicing and assistance as needed, including new accounts, filing, and paperwork finalization.
• Processes and resolves general customer transactions, problems, or inquiries, assisting with document follow-up.
• Operates computer to process account activity, determine balances, and research and resolve problems within given authority.
• Composes, prepares, and issues correspondence such as internal memorandums and letters to customers.
• Tabulates and posts data in files and record books; sets up and maintains a variety of central files and journals.
• Gathers data and processes various reports and callbacks.
• Works in conjunction with MSTC in maintaining a positive working relationship.
• Prepares and schedules annual client reviews.
• Manages outlook calendar and email.

Requirements

• High school diploma or equivalent required.
• SIE designation required.