Top 4 Investment assistant Jobs in Arkansas

Senior Wealth Specialist/Trust Assistant
Simmons Bank —Little Rock, AR
- Full-time
- Computer literacy
- Writing skills
- Mid-level
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Trust and Wealth Management Office Manager
First Security Bank —Little Rock, AR
- Extended hours
- 18 years or older
- Microsoft Outlook
- Word processing
- Retirement plan
Household Assistant
Spark Rose Investments LLC —Rogers, AR
- From $18 an hour
- Part-time
- Background check
- Clean driving record
- Residential
- Flexible schedule
Quick Apply
1d
Assistant Manager
GPM Investments LLC —Fayetteville, AR
- $14 an hour
- Weekends as needed
- Background check
- 18 years or older
- Basic math
- 401(k)
- Paid time off
Quick Apply
10d

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Senior Wealth Specialist/Trust Assistant

Simmons Bank -
Little Rock, AR

Quick Apply

Job Details

Full-time

Qualifications

Report preparation
Writing skills
Microsoft Office

Full Job Description

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Position Summary

This position provides a high level of customer service to Institutional and Private Wealth clients on a confidential basis. Also, works directly with current and prospective clients, handles correspondence, and other records to ensure that actions taken on behalf of clients are documented. Provides detailed accounting and administrative duties to support Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management.

Essential Duties and Responsibilities

Responds to customer inquiries, either by phone or in the office, with a high level of customer service.
If supporting Private Wealth, assists with medium to high complexity of private wealth accounts.
If supporting Institutional wealth, assists with medium to high complexity of corporate, institutional, or governmental accounts.
Assists with the preparation of correspondence, client reports, and reports directly to other areas within the bank.
Ensures that client records are maintained, according to policy and procedure, either electronically or in hard copy.
Prepares and maintains documentation for contributions, distributions, and securities orders for client accounts, as applicable.
Remains up-to-date on the computer systems used to process client transactions as well as open and closed accounts, and print client reports.
Ensures compliance with policies, procedures, and regulations, high-level customer satisfaction maintenance, and other duties as requested.

Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Performs other duties and responsibilities as assigned.

Qualifications

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.

Skills

Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations.
Ability to write simple-to-business correspondence and routine reports.

Education and/or Experience

HS Diploma/GED and
Four to Six years of experience as a trust assistant, or similar experience in a financial services position or in a professional or business office is preferred.

Specialized Training

None

Computer Skills

MS Office programs

Certificates, Licenses, Registrations

None

Other Qualifications (including physical requirements)

Must have good oral and written communication skills.

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

Skills Training:

Communication, Customer Service, Time Management,

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.

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investment assistant jobs in arkansas

Senior Wealth Specialist/Trust Assistant

Trust and Wealth Management Office Manager

Household Assistant

Assistant Manager

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