Security Savings Bank Broker Assistant in Larchwood, Iowa
Security Savings Bank is looking for a Full-time or Part-time Broker Assistant at our Sioux Falls, SD location. This position will handle routine client inquiries so that our advisors can spend more time providing investment advice to our clients.i iEffectively providing support to our busy Wealth Management team will require someone who is able to handle a steady stream of telephone inquiries, will be able to quickly resolve problems, and will be able to easily jump from one task to the other, all while staying organized and focused. iThis position will have a large influence on our customeris satisfaction.i iThe essential functions and responsibilities for this position include, but are not limited to, the following:Performs duties related to the purchase, sale or holding of securities, to include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings Solves operational problems such as issues with statements, deposits, checks, and credit card transactionsTroubleshoots for clientsiiii Handles basic correspondence, such as obtaining client signaturesMaintains client accounts to include updating databases and/or physical filesPrepares and proofreads documents to include, but are not limited to, quotes, reports, proposals and submissionsAssists brokers with market researchUpdates social media accounts and websitesProvides basic office administration to include scheduling; directing phone calls and emailsThe skills and attributes critical for success in this position include the following:Must be able to uphold a high standard of professionalism in all client interactions, sometimes under pressureMust be able to deal with stress while maintaining a high quality of workExcellent attention to detail; high level of accuracy and timelinessMust be able to troubleshoot and know when to act or not to act in the best interests of the firm and clientsMust be able to effectively communicate both verbally and in writingProficiency with Microsoft Word, Excel, OutlookAbility to perform duties in compliance with policy, procedure and processAbility to maintain discretion and confidentialityAbility to multi-task and organize prioritiesAbility to perform basic tasks such as filing, faxing or directing phone callsMust be willing to obtain appropriate credentials in order to handle client materialsEducation:High school diploma or equivalent; however, a BS in Finance, Banking or relevant field is preferred.ii Coursework in finance, accounting, or economics is helpful, although not required.i Experience:Minimum of 2 yearsi experience in banking or financial services is preferredPay: $15.00 - $18.00 per hour, DOQ Security Savings Bank is a family-friendly organization offering a competitive benefit package to full-time employees that includes: medical, dental and vision insurance, Life and Disability insurance, short term and long term insurance, paid time off, Section 125 flexible spending account, 401k retirement plan and gym membership.If you are a qualified candidate for this open position, please click here to view our open positions at Security Savings Bank and find instructions on how to apply.Submitting an employment application does not guarantee an interview. Applicants are evaluated based on work history, job skills, credit report, background check and other job-related factors. All compensation and benefit programs are administered in compliance with state and federal law.Security Savings Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity, sexual preference or orientation), national origin, age, disability, and marital or veteran status.