Adams Bank and Trust
  • 09-Mar-2020 to Until Filled (CST)
  • Finance
  • Ogallala, NE, USA
  • Full Time

POSITION SUMMARY: Coordinates all activities of Raymond James function. Assists Branch Manager with variety of administrative duties, both routine and complex.

PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES:

  1. Reviews new accounts, client deposits, disbursements and FA Book daily reports.
  2. Completes aspects of the sales process including administrative tasks and customer service. Interfaces with customers over the telephone and in person.
  3. Coordinates flow of business to broker/dealer home office, mutual fund companies and insurance companies. Interfaces with representatives, investment providers and home office personnel.
  4. Coordinates files, record keeping and, compliance requirements. Establishes confidential records and ensures that tickler files are maintained.
  5. Functions as Administrative Assistant to Branch Manager, coordinating schedules and clerical duties.
Full Job Description
Adams Bank and Trust
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