Job Title: 862 FT Investment Sales Assistant - Jasper, IN, Vincennes, IN, Washington, IN
About Us:
German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
Summary of Duties and Responsibilities:
We are looking for service-minded professional like you to drive the future of our business in the communities we serve. As an Investment Sales Assistant with the Investments Group, you will work closely with Financial Advisors and external customers on issues that impact our business. Our blended learning approach includes experiential, hands-on learning where you are able to work alongside your fellow team members to perform meaningful work. You will provide administrative support to Financial Advisors and work directly with clients, building lasting relationships based on integrity and responsive service, and so much more.
What You'll Do:
- The Daily Grind – Your focus will be to assist the Financial Advisors by assisting with client communication, including contacting existing and prospective clients to schedule appointments. You will utilize an eye for detail as you prepare printed materials, follow up on outstanding and pending issues, review activities and appointments and compile all compliance reports. Strong organizational skills will come in handy as you coordinate calendars, appointments, and travel as needed, along with planning various events and meetings by issuing information, coordinating set up, securing location, food, etc. You will also demonstrate the ability to engage and teach as you cross train with other Administrative Assistants for coverage of all essential tasks.
- You’re Part of a Team – This is a great opportunity to join a dedicated team as a member of the Investment Group. You will work with multiple advisors, as well as other Investment Sales Assistants.
- And you have to be able to juggle – Multiple and conflicting priorities will come up under specific time constraints. In concert with your leader and other team members, you have to be quick to act when issues arise.
What it Takes:
- High school diploma or equivalency
- Proficiency in Microsoft Outlook, Word, Excel, Access and PowerPoint
- Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
- Skills in: sales, client consultation, relationship building, multi-tasking, project management, and organization
- Responsible for adhering to compliance laws, regulations, and established bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering
- Willingness and desire to obtain FINRA licenses (series 63 & 7)
- Travel required within German American footprint
Bonus Points:
- Some
college or business courses
- Bilingual
What we can offer you:
- Medical, dental, vision, STD, LTD, Life insurance, etc.
- 17 days paid time off, 9 paid holidays and bereavement leave
- Tuition reimbursement
- Wellness benefits
- Life event coverage
- Service awards
- Financial benefits including 401(k) match, stock purchase plan and more
- Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
- Logo wear discounts
- Free checking account, checks and discounted bank services
This position will be located at:
INV Main Street, Jasper
711 Main Street
Jasper, Indiana, 47546
United States
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