What are the responsibilities and job description for the Administrative Assistant position at Forward Bank?
Named American Banker's "Best Banks to Work For" six consecutive years and now CertifiedTM by Great Place To Work....Here's your chance to Move FORWARD with us and see what all the excitement is about!
We are seeking a proactive and detail-oriented Administrative Assistant to join our Investment Services team. This role is responsible for executing administrative and receptionist duties, ensuring smooth office operations, and supporting financial advisors in delivering excellent client service.
Key Responsibilities:
- Serve as the welcoming face and voice of Forward Investment Services, greeting and assisting clients and visitors professionally.
- Manage incoming phone calls, schedule appointments for financial advisors, and confirm meetings.
- Process and organize completed paperwork, including scanning, copying, and uploading documents.
- Upload forms, notes, and supporting documents to the electronic file system.
- Process financial transactions, including checks and wire transfers, as directed by financial advisors.
- Complete workflow tasks and generate basic reports in the Client Relationship Management (CRM) system.
- Utilize investment software and ensure compliance with industry regulations and internal policies.
- Maintain confidentiality of client and team information at all times.
Qualifications:
- High school diploma required; relevant work experience may substitute for education.
- Strong organizational and prioritization skills with attention to detail.
- Excellent communication and interpersonal skills.
- Ability to multitask and work efficiently in a dynamic environment.
- Experience with CRM systems and financial service software preferred.
Join our team and help us live our mission… To Move Our Communities FORWARD!
Administrative Assistant
Mathy Construction Company -
Onalaska, WI
