Details for Union Bank is seeking a Financial Administrative Assistant

Updated

Join one of New England’s top performing banks.
Union Bank, a full service community bank headquartered in Morrisville, VT,
is dedicated to providing superior financial advisory and trust services. As a local
Vermont business, we offer challenging and rewarding career opportunities.

FINANCIAL ADMINISTRATIVE ASSISTANT
We are seeking an individual to serve in the role of Financial Administrative
Assistant, a part time position in our growing Asset Management Group. This
individual will be joining an existing team in our Morrisville, VT office and is
responsible for providing a variety of operational, administrative and support
services to the Financial Advisors of the Asset Management Group. Specific duties
include daily inputting and settlement of account activity, providing excellent
client support, balancing department accounts, provide monthly reporting,
prepare internal and external correspondence, answer and direct phone calls, and
prepare and maintain client records. This individual may also assist clients in the
absence of a Financial Advisor.
Knowledge of trust and investment products and services is preferred. Excellent
customer service skills, math aptitude, computer proficiency and clerical skills are
necessary. The ability to work independently and solve problems, and a general
understanding of retail bank products and services is beneficial. A Bachelor’s
degree in finance or business is desirable. Required traits include being detail
oriented, analytical, organized, deadline oriented and efficient. Excellent verbal
and written communication skills are critical for success.
Wages will be commensurate with experience.
Union Bank offers a comprehensive benefits program for full time employees,
including medical and dental insurance, life and disability coverage, a robust
401(k) plan with company matching, and paid leave.
To be considered for this position, please submit
a cover letter, resume, and references to:

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