Investment and Retirement Specialist bei The Bank of Missouri

Description

Working at The Bank of Missouri

At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities, and know how to recognize and reward our employees for their talent and contributions. When you work at The Bank of Missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.

About our Company

Staying in business for more than 130 years is hard. Really hard. If you think about it, we’ve endured many events, like the Great Depression and two World Wars. We’ve survived and thrived, thanks to our great customers and communities. We were founded on core values of accountability, community service and financial conservatism. Those principles are the reason we are still in business today. Caring for people and communities is our foundation! 

We’ve built a reputation of being financially secure and community focused. We are an independent community bank and fully intend to stay that way. We are big enough to accommodate any financial need, yet small enough to give every customer the personal treatment they deserve.

About this job:

The Administrative/Investment Assistant provides support by conducting research, preparing reports, handling information requests and performing clerical functions such as receiving visitors and scheduling meetings.  This position will provide support for staff at the location they are located.  The person in this position must be able to handle various projects at different levels of completion.

Here are some of the great benefits you will enjoy as a member of our team:

• Competitive Salary
• Personal paid time off, as eligible and paid holidays 
• 401K and Employee Stock Option Plan, as eligible
• Generous medical, dental, vision, life and disability insurance 
• Fitness reimbursement
• Learning, development and growth opportunities

As an Investment and Retirement Specialist you will:

• Complete daily settlement with the department’s back-office vendor.  This includes reviewing daily transactions for accuracy, processing deposits into the department’s checking account and daily settlement with the money market fund.
• Generate and maintain daily operations reports.

• Prepare monthly/quarterly compliance reports; security transactions, fee review, on-boarding and others as assigned.

• Opening, closing and maintenance of accounts.

• Branch and bank board reports; staff reports, quarterly performance reports related to department goals.

• Maintain and update department’s approved investment list.  Prepare materials and minutes for the IRP Committees.

• Prepare client review packets.

• Branch and bank board reports; branch 10 staff reports, quarterly performance reports related to department goals.

• Maintenance of client-related documents.

• Prepare and maintain notes on departmental staff meetings; upcoming client meetings, events the department will attend/sponsor, seminars to be attended by staff.

• Assist plan sponsors or participants with questions and/or research an issue.  Work with record keeping platforms/personnel to resolve or research a retirement related issue.

Qualifications

Qualifications for Success:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Prefer a two-year degree in finance, business or accounting

Computer literacy and working knowledge of Microsoft suites of applications (Word, Excel, PowerPoint)

Excellent written and verbal communication

Outstanding customer service skills

The Bank of Missouri is an Equal Opportunity Employer