Administrative Assistant - Civista Wealth Management

Job Description

We are looking for a proactive and organized Administrative Assistant to join Civista Wealth Management at Civista Bank. As part of our team, you will provide crucial support to our Financial Advisors and Management Team to help foster client relationships and ensure compliance with financial regulations.

Key Responsibilities

• Provide daily administrative assistance to internal Financial Consultants to establish and maintain client relationships.
• Support Civista Wealth Management clients with administrative tasks to strengthen ongoing relationships.
• Conduct monthly audits of accounts to ensure compliance with regulatory requirements.
• Participate in continuous personal development to stay abreast of compliance initiatives.
• Perform any other duties as assigned to support key responsibilities.

Requirements

• Demonstrated proficiency in Microsoft Office Suite and general computer skills.
• Excellent communication skills and the ability to work independently.
• Experience in trust, brokerage, investment, or accounting fields is advantageous.
• Highly organized and detail-oriented with a focus on accuracy.
• Ability to build rapport and maintain confidentiality.
• Strong verbal and written communication skills.
• High School Diploma or equivalent is required.

Physical Requirements

• Work involving prolonged computer usage and concentration.
• Ability to concentrate under distracting conditions.
• Proficient reading, writing, and communication skills.
• Occasional travel for meetings and training sessions.