Investment Administrative Assistant

First Farmers Bank & Trust, Kokomo, IN 46901, Openings : 1, Experience : Not Specified
Job Description :


DEPARTMENT: Investments


REPORTS TO: RJFS Co-Branch Manager Operations


Position Summary:

This position is responsible for the administrative support of the First Farmers Investment department. The position involves handling a heavy workload with a variety of tasks in a professional manner, while coordinating all office activities to increase efficiency thereby ensuring smooth office operation.


  • Provide administrative support for Raymond James Financial Advisors
  • Open new accounts, process annuity orders, deposits and appropriate paperwork
  • Develop knowledge of Raymond James operation and department functionality
  • Coordinate the completion of applicable annual and semi-annual reports
  • Assure all office supplies are at a workable level and office equipment are in a workable status
  • Answer incoming calls, route calls to appropriate staff and/or take messages
  • Assure all material and forms requiring compliance approval is properly processed
  • Complete all office filing
  • Provide assistance with arrangements for seminars or meetings
  • Process all mail
  • Assist financial advisors with scheduling client appointments
  • Other duties as assigned


  • Responsible to the RJFS Co-Branch Manager Operations for the fulfillment of functions and responsibilities assigned
  • Will have contact with the customers and public. Shall conduct all relationships in a manner that will enhance the overall marketing of the bank and department
  • Strong communication and multitasking abilities needed
  • Ability to be detail oriented, organized and client friendly a must, as well as proficient in Word and Excel
  • Should have a minimum of two years of investment industry experience
  • SIE, Series 7 Series 66 required within 18 months of employment

Working Conditions:

  • Normal office environment
  • Extended viewing of computer screens
  • Repetitive hand and arm movement
Last Date For Apply: 2023-10-11 00:00:00 Job Type : FULL_TIME, Employment Type : FULL_TIMEExpired