Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2024 and for the past fifteen consecutive years, Fremont Bank has an immediate opening for an Investment Services Administrative Assistant in Fremont, CA.
Position Overview
The Administrative Assistant - Investment Services performs a wide variety of administrative support duties for the Wealth Management Operations Manager, Assistant Manager Investment Services and Vice President. Position entails heavy phones, customer contact and other support functions. Deals with confidential and sensitive documentation regarding client accounts. Interacts with bank associates, various personnel for the Broker Dealer insurance companies and department vendors. Handles questions and paperwork from clients and Financial Advisors, is the key person for uploading documents into the Broker Dealer system. Prepares various reports for the Operations Manager and Vice President. Performs other duties and assignments as needed.
Role and Responsibilities
Provide administrative support to the Financial Advisors on all accounts
Perform client maintenance for accounts
Perform various support duties such as answering phones, copying documents, preparing overnight or express mail forms, etc.
Assist with assigned Client Events
Contact and follow up with clients on paperwork and needed documents
Performs routine tasks independently
Assist with necessary expense and internal reporting
Initiate licensing process for SIE, S7, S66 & Life/Health Insurance Licenses
Want the full-service, personal approach only a community bank can offer? Discover a better way to bank with an organization that knows the Bay Area because we've been doing business here for over four decades.
At Fremont Bank, we know that community banking makes a difference to our customers, our business partners and our employees. After all, we were founded in 1964 - one of the oldest independently owned and managed bank in the Bay Area, headquartered in Fremont, of course. We've held to an unwavering commitment to providing the communities we serve with financial resources and building professional relationships second-to-none.