Administrative Assistant II - Wealth Management

Posted 9 Days Ago
Be an Early Applicant
Billings, MT
Mid level
Fintech • Payments • Financial Services
The Role
The Administrative Assistant III provides support to the Wealth Management team by managing administrative tasks, client correspondence, account administration, and departmental organization, while maintaining high standards of service and professionalism. They ensure smooth operations within the team and assist with marketing and event planning.
Summary Generated by Built In

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

This position is located at our Billings, MT Downtown branch.

What’s Important to You

We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Child Care Assistance Program for eligible dependent(s).
  • Exercise reimbursement program for employees.
  • The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

SUMMARY
The Administrative Assistant II provides administrative support for senior-level leaders and their team, department, or group. Working under moderate to minimal supervision, this position assumes administrative responsibility for advanced tasks and projects that may be complex in nature and/or involve department, region, or bank-wide impact. Additional responsibilities are varied and are dependent upon the needs of the leader, team, department, and/or group supported.
ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Greets customers and clients to the department in person, over the phone, and via electronic communication.

  • Establishes a quality customer experience through a courteous attitude and professional appearance.

  • Provides clerical and organizational assistance of department correspondence, handling mail, scanning, and other administrative duties.

  • Supports processes and assists in preparation of documents to support business activities.

  • Generates documents, coordinates meetings, conferences, presentations, travel arrangements, and performs other routine administrative work.

  • Organizes and coordinates department functions as requested.

  • Designs, organizes, and maintains central filing system for the department, including records management and retention tracking.

  • Orders and maintains supplies.

  • Arranges for equipment maintenance.

  • Designs, constructs, and edits PowerPoint presentations.

  • Processes invoices for payment.

  • Provides backup Teller and new account duties as needed.

  • Performs other duties as assigned.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES

  • Excellent interpersonal skills and ability to interface in person and via telephone.

  • Ability to work independently and to prioritize projects and responsibilities.

  • Ability to be flexible as priorities change and needs arise.

  • Strong organizational skills and attention to detail.

  • Ability to communicate effectively.

  • Ability to partner and collaborate with others.

  • Ability to properly prioritize workload and remain adaptable in time-sensitive and pressure situations.

  • Advanced computer skills, including Microsoft PowerPoint, Microsoft Word, Microsoft Extel, and the Internet.

  • Self-driven and motivated individual who is committed to First Interstate Bank's values.

EDUCATION AND/OR EXPERIENCE

  • High School Diploma or General Education Degree (GED) required and

  • 4-6 years of administrative support experience preferred

PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

  • Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently

  • Lifting - Occasionally (up to 10 lbs)

  • Sitting - Frequently

  • Overtime - Subject to business need

  • Noise Level - Moderate

  • Typical Work Hours - M-F (8-5)

  • Regular and Predictable Attendance - Required


**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Top Skills

Excel
Ms Word
The Company
Billings, , MT
5,303 Employees
On-site Workplace
Year Founded: 1968

What We Do

First Interstate is a community bank that delivers best-in-class banking and Wealth Management services throughout Arizona, Colorado, Idaho, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, North Dakota, Oregon, South Dakota, Washington, and Wyoming. Headquartered in Billings, Montana, First Interstate is driven by strong values, with a focus on supporting the communities we serve through the financial services we provide as well as through volunteerism and philanthropy

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