Investment Services Administrative Assistant

Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top-rated mid-tier banks in the nation. Voted a Top Workplace for 2024 and for the past fifteen consecutive years, Fremont Bank has an immediate opening for an Investment Services Administrative Assistant in Fremont, CA. Position Overview The Administrative Assistant – Investment Services performs a wide variety of administrative support duties for the Wealth Management Operations Manager, Assistant Manager Investment Services and Vice President. Position entails heavy phones, customer contact and other support functions. Deals with confidential and sensitive documentation regarding client accounts. Interacts with bank associates, various personnel for the Broker Dealer insurance companies and department vendors. Handles questions and paperwork from clients and Financial Advisors, is the key person for uploading documents into the Broker Dealer system. Prepares various reports for the Operations Manager and Vice President. Performs other duties and assignments as needed. Role and Responsibilities Provide administrative support to the Financial Advisors on all accounts Perform client maintenance for accounts Perform various support duties such as answering phones, copying documents, preparing overnight or express mail forms, etc. Assist with assigned Client Events Contact and follow up with clients on paperwork and needed documents Performs routine tasks independently Assist with necessary expense and internal reporting Initiate licensing process for SIE, S7, S66 Life/Health Insurance Licenses