Top 11 Administrative assistant Jobs in Van Wert Oh

Investment Administrative Assistant
CITIZENS NATIONAL BANK —Van Wert, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid time off
- Employee stock ownership plan
Experienced Administrative & Accounting Assistant (Accounts Payable)
Miller Contracting Group, Inc. —Ottoville, OH
- $19 - $25 an hour
- Full-time
- Word processing
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Association Executive
West Central Association of REALOTRS® —Lima, OH
- $42,000 - $50,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Paid time off
- Professional development assistance
Quick Apply
2d
Gym Staff
Snap Fitness —Saint Marys, OH
- $15 - $16 an hour
- Part-time
- Google Workspace
- Computer literacy
- Administrative experience
- Employee discount
Quick Apply
9d
Receptionist/Administrative Assistant
Total Body Chiropractic Center —Elida, OH
- $15 - $17 an hour
- Part-time
- Administrative experience
- In-person
- Entry level
- Paid time off
- Employee discount
Quick Apply
7d

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Experienced Administrative & Accounting Assistant (Accounts Payable)
Miller Contracting Group, Inc. —Ottoville, OH
Data entry into the Accounts Payable construction-specific software must be accurate. The main responsibility of this role is to oversee the processing of…
$19 - $25 an hour
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Client Service Coordinator
PRADCO —Worthington, OH
JOB RESPONSIBILITIES: *The Client Services Coordinator supports client delivery by managing administrative processes for assessments, coaching programs, and…
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Service and Shop Administrator
MH Equipment Company —Columbus, OH
Answer branch and service department calls; direct to proper person or take information from customer. Proficient verbal, written, and telephone communication…
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3d

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Investment Administrative Assistant

CITIZENS NATIONAL BANK -
Van Wert, OH

Apply Now

Job Details

Full-time

Benefits

Paid time off
Employee stock ownership plan
Life insurance

Qualifications

Customer communication
Employee relationship building
High school diploma or GED
Technical Proficiency
Negotiation

Full Job Description

Job Title: Investment Administrative Assistant

Location: Van Wert, OH (ONSITE)

Status: Full-Time

FSLA Job Class: Non-Exempt

Department: CNB Wealth Management Group

Reports To: Financial Advisor

At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.

Citizens National Bank has an excellent opportunity available in our Van Wert market for a Full-Time Investment Administrative Assistant. In this role you will be responsible for the day-to-day operation duties of the firm. The Investment Administrative Assistant helps keep the office running smoothing and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.

A typical day may include the following:

Greets clients and prospective clients in a professional, friendly and sincere manner making them feel comfortable when they visit the office. Handles incoming calls also in a friendly, professional, sincere manner.
Processes new accounts, account transfers, new contributions and redemptions and beneficiary changes. Checks accuracy of documents and makes the necessary revisions.
Creates client meeting update books and reviews.
Sends periodic client correspondence.
Performs office coordination and administrative functions to keep the office productivity at a maximum level. Keeps staff informed of weekly meeting agenda items.
Handles calendars for the Wealth Advisor(s) and others in the office.
Develops and maintains written systems of all activities.
Orders and handles office supplies and other miscellaneous operational activities.
Sorts and distributes the mail. Coordinates the assembly and mailing of client paperwork.
This position requires on-site presence for regular, successful performance: teamwork, face-to-face interaction with peers/management and the ability to utilize the in-house software and hardware is required. Adherence to the Bank attendance policy is required as an essential function of this position.
Employees must be able to relate to other people beyond giving and receiving instructions: must get along with co-workers or peers without exhibiting behavioral extremes; be able to perform work activities requiring negotiating, instructing, supervising, persuading or speaking with others; and respond appropriately to criticism from a supervisor

JOB REQUIREMENTS:

High school diploma or GED

ADDITIONAL QUALIFICATIONS:

2 Years of working with the public and proficiency in providing extraordinary client service.
Investment knowledge and experience preferred
Must have experience working with computers and be familiar with basic types of software such as Word, Excel and Outlook.
Must have stellar written and verbal communication skills.
High level of professionalism
Strong organizational skills
Attention to detail
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
Must have the ability to manage multiple priorities and meet deadlines.

WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK?

Company Paid Life Insurance
Generous Paid Time Off
Incentive Plan paid on a quarterly basis
Employee Stock Ownership Plan for your retirement
Banking Perks

Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Apply Now

Refine Your Search

administrative assistant jobs in van wert oh

Investment Administrative Assistant

Experienced Administrative & Accounting Assistant (Accounts Payable)

Association Executive

Gym Staff

Receptionist/Administrative Assistant

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