This position provides administrative support for the non-deposit investment activities conducted by First Interstate. If an FINRA and Insurance licensed member of the First Interstate Wealth Management team, this position will assist the Investment Specialist and Wealth Advisors to enable the team to achieve their annual business and production goals.
If a licensed member of the team, the team member is required to comply with and complete all rules and requirements of our third-party marketer to maintain and continue their licensing.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Other duties may be assigned.
Supports the sales process as directed by the Supervisor which includes: contacting and scheduling appointments; completing and finalizing call, initiating trade orders, client meetings, file documentation; and initiates follow-up contacts.
Initiate contacts and meet with existing customers to schedule appointments to complete annual portfolio, financial agency rules, regulations and requirements.
Greet and assist customers in person and by telephone in a professional and responsive manner consistent with FI Wealth Management standards and guidelines.
Process current days business including verifying blotters and cashiering.
Print Business and other reports from previous business and process as required.
Maintain and input data systems as required in a high quality and timely manner.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High school diploma or general education degree (GED) with 2 years related experience and/or training in Brokerage, Trust, Banking or Finance; or equivalent combination of education and experience.
OTHER SKILLS and ABILITIES
Ability to communicate effectively. Ability to work well with co-workers. Ability to properly prioritize work load and remain adaptable under pressure. Computer skills essential. Computer experience with Internet, MS Word & MS Excel required. Knowledge of additional applications preferred. Ability to pay attention to detail required, especially in time-sensitive and pressure situations. Looking for a professional, self-driven/motivated, pleasant individual who is committed to ensuring clients always come first.
FINRA Series 63 and Series 7 and State of Wyoming Life, Health and Disability and Variable Annuity licensing are preferred.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to stand, walk, and reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
First Interstate Bank is a multi-state, $7.1 billion banking organization headquartered in Billings, Montana. First Interstate has evolved...