Investment Assistant

At The Bank of Elk River, our passion is people. Our employees, our customers, and our community are the reason we love to come to work each day. We know that when people come together with a shared vision, amazing things happen. We are a company of ambitious, tireless people working together to build a better financial future for our customers and our communities. Being in business for more than 135 years means we know what we are doing, and we do it well. We are constantly challenging ourselves to deliver better, faster, and more meaningful, personalized services. Our customers know our name and we know generations of business owners. We are committed to making a difference in our customers' lives through our unceasing pursuit of innovation and transcendence. People join the Bank of Elk River for the opportunity of a new job but stay because they have found a dynamic, challenging career. Discover what is possible for you at The Bank of Elk River! SUMMARY This position is responsible for many of the operational duties of the Investment department. This position also provides administrative support to the Investment Advisor Representative. Provides exceptional customer service to both internal and external customers. QUALIFICATIONS To perform this job successfully the individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES - Manages Investment Advisor Representative’s daily operations including their calendar, scheduling appointments, coordinating seminars, etc. - Assist in new account opening, account status and transaction follow-up. - Provides customer service to the Investment Department’s customers through phone, email and face to face interactions. - Manages and maintains files/databases for the Investment department including correspondence tracking, referrals through the bank’s MCIF system and managing bank data such as CDs coming due. - Supports and administers marketing strategies through social media, website, email, newsletter and print. Reviews online customer interactions in social channels and works with Investment Advisor to create responses. EDUCATION/EXPERIENCE - Associate's degree (AA) or equivalent from 2-year college or technical school preferred - 1-2 years related experience and/or training or equivalent combination of education and experience. PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to sit and use computer for extended periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with The Bank of Elk River’s “Code of Ethics Policy.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position. Each employee must also comply with consumer protection laws that relate to his/her position.