Wealth Associate
The First National Bank And Trust C The First National Bank And Trust C Newtown, PA Newtown, PA Full-time Full-time $37,000 a year $37,000 a year 14 days ago 14 days ago 14 days ago The First is dedicated to helping our employees grow in their careers and we offer a variety of opportunities for success.
We invest in the communities we serve, and actively encourage our employees to participate in charitable and community events and organizations.
If you are friendly, professional, like to help people, and want to build a lasting career in finance, why not Make The First Your Future? Excellent benefits including:
Paid holidays and vacation days Company provided medical insurance, with the potential for the bank to pay 100% of the premium Supplemental dental, medical and vision benefits Company provided life insurance Company paid pension 401(k) - The First contributes an amount equal to 3% of the employees compensation Education reimbursement Free banking services Location:
Newtown, PA Hours:
Monday - Friday 8:
30a.
m.
- 5:
00p.
m.
Expected Starting Salary:
$37,000.
00 per year (commensurate with experience) Job Summary :
Performs Wealth Management Group report duties including printing, sorting, balancing statements, and checking payments.
Completes clerical duties including typing correspondence, memos, forms and tables.
May answer phone calls and take messages for the Wealth Management Group.
Performs data entry and imaging duties on computer.
Creates and maintains the department's files.
May schedule appointments and complete mail sorting duties.
Checks for accuracy on all recorded documents.
May assist in recordkeeping for tax reporting.
May assist clients with setup and troubleshooting of online statement access.
Serves as back-up to other Wealth Associate's individual responsibilities as needed.
Abides by all aspects of First National Bank's policies and procedures, and applicable laws and regulations.
Education and/or
Experience:
High School Diploma or equivalent, and a minimum of 2 years related experience, and/or training in a financial institution.
Clearly communicates in English; moderate reading, writing and grammar skills; proficient analytical and mathematics skills.
Moderate PC skills and working knowledge of Windows, Excel, e-mail and the wealth operating system.
Good interpersonal and communication skills, a positive and professional business image, and the ability to interact with all levels of customers and employees.
The Bank prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, or any other municipality-specific protected class not previously mentioned.
Additionally, the Bank will take action to employ, advance in employment and treat qualified Vietnam-era veterans and disabled veterans without discrimination in all employment practices.
complete job description available upon request certain conditions apply Job Type:
Full-time.
Estimated Salary: $20 to $28 per hour based on qualifications.
We invest in the communities we serve, and actively encourage our employees to participate in charitable and community events and organizations.
If you are friendly, professional, like to help people, and want to build a lasting career in finance, why not Make The First Your Future? Excellent benefits including:
Paid holidays and vacation days Company provided medical insurance, with the potential for the bank to pay 100% of the premium Supplemental dental, medical and vision benefits Company provided life insurance Company paid pension 401(k) - The First contributes an amount equal to 3% of the employees compensation Education reimbursement Free banking services Location:
Newtown, PA Hours:
Monday - Friday 8:
30a.
m.
- 5:
00p.
m.
Expected Starting Salary:
$37,000.
00 per year (commensurate with experience) Job Summary :
Performs Wealth Management Group report duties including printing, sorting, balancing statements, and checking payments.
Completes clerical duties including typing correspondence, memos, forms and tables.
May answer phone calls and take messages for the Wealth Management Group.
Performs data entry and imaging duties on computer.
Creates and maintains the department's files.
May schedule appointments and complete mail sorting duties.
Checks for accuracy on all recorded documents.
May assist in recordkeeping for tax reporting.
May assist clients with setup and troubleshooting of online statement access.
Serves as back-up to other Wealth Associate's individual responsibilities as needed.
Abides by all aspects of First National Bank's policies and procedures, and applicable laws and regulations.
Education and/or
Experience:
High School Diploma or equivalent, and a minimum of 2 years related experience, and/or training in a financial institution.
Clearly communicates in English; moderate reading, writing and grammar skills; proficient analytical and mathematics skills.
Moderate PC skills and working knowledge of Windows, Excel, e-mail and the wealth operating system.
Good interpersonal and communication skills, a positive and professional business image, and the ability to interact with all levels of customers and employees.
The Bank prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, or any other municipality-specific protected class not previously mentioned.
Additionally, the Bank will take action to employ, advance in employment and treat qualified Vietnam-era veterans and disabled veterans without discrimination in all employment practices.
complete job description available upon request certain conditions apply Job Type:
Full-time.
Estimated Salary: $20 to $28 per hour based on qualifications.
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