Administrative Assistant - Civista Wealth Management

Job Description

We are looking for a dedicated Administrative Assistant to join Civista Bank's Wealth Management team. As an Administrative Assistant, you will play a pivotal role in supporting Financial Advisors and the Management Team by providing exceptional administrative skills and fostering growth within Civista Bank.

Key Responsibilities

• Provide administrative support to internal Financial Consultants and clients of Civista Wealth Management.
• Assist in conducting monthly audits of Wealth Management accounts to ensure compliance.
• Participate in ongoing personal development activities to stay abreast of compliance initiatives.
• Perform any other duties as assigned to support the team's objectives.

Requirements

• Proficiency in the Microsoft Office Suite and general computer skills.
• Effective communication skills and the ability to work independently.
• Experience in trust, brokerage, investment, or accounting fields is advantageous.
• Strong organizational skills, attention to detail, and the ability to maintain confidentiality.
• Excellent verbal and written communication abilities.
• High School Diploma or equivalent.

Physical Requirements

• Ability to concentrate and work with computer screens.
• Capacity to handle tasks under diverse conditions with a focus on accuracy.
• Professional communication skills both in person and on the phone.
• Availability for occasional travel for meetings and training.

Equal Opportunity Employer

Civista Bank is an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.