Administrative Assistant - Civista Wealth Management

Job Description

Join Civista Bank as an Administrative Assistant at Civista Wealth Management. In this role, you will provide vital administrative support to the Financial Advisors and Management Team, fostering growth within Civista Bank while embodying our commitment to improving financial lives and community impact.

Key Responsibilities

• Support internal Financial Consultants in cultivating relationships with Civista Wealth Management.
• Assist Civista Wealth Management clients to enhance ongoing relationship building efforts.
• Conduct regular audits on Civista Wealth Management accounts to ensure compliance with annual review standards.
• Commitment to personal development for a deeper understanding of compliance protocols.
• Undertake any additional duties as required to fulfill key accountabilities.

Requirements

• Proficiency in Microsoft Office Suite and general computer skills.
• Strong communication skills and self-motivation.
• Experience in trust, brokerage, investment, or accounting fields preferred.
• Organized, detail-oriented, and able to maintain confidentiality.
• Excellent interpersonal skills and high level of accuracy.
• High School Diploma or equivalent.

Physical Requirements

• Attention to detail and ability to concentrate for extended periods.
• Effective reading, writing, and communication abilities.
• Occasional travel may be required for meetings and training.