Investment Services Administrative Assistant

Administrative Assistant – Investment ServicesThe 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.Why Fremont Bank?Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.We offer:A people-first culture grounded in inclusion and excellenceDeep community involvement and local reinvestmentA mission-driven workplace where values and performance go hand in handThe Fremont Bank WayFull-Service Banking with comprehensive financial solutions, advanced technology, and exceptional serviceNo-Compromise Approach — we help clients get to "yes"Core Values: Go above and beyond for clientsFoster a supportive and empowering environment for associatesDeeply invest in the well-being of our local communityKey ResponsibilitiesProvide administrative support to the Financial Advisors on all accountsPerform client maintenance for accountsPerform various support duties such as answering phones, copying documents, preparing overnight or express mail forms, etc.Assist with assigned Client EventsContact and follow up with clients on paperwork and needed documentsPerforms routine tasks independentlyAssist with necessary expense and internal reportingInitiate licensing process for SIE, S7, S65 & Life/Health Insurance LicensesQualifications & SkillsHigh School Diploma or equivalentAdministrative experience is preferred but not requiredAdvanced proficiency with Microsoft Word, Excel, PowerPoint and Internet ExplorerProblem solving skills, motivated self-starter, energetic, organized and detail orientedExcellent written and verbal communication skillsExcellent customer service skillsInnovative and ability to multi-taskWhat Makes Fremont Bank Associates Thrive?Team Players who go above and beyond to support their colleaguesAction-Oriented professionals who challenge the status quo and seek improvementPurpose-Driven individuals who understand and champion the bank's community impactBenefits SnapshotHealth & WellnessMedical, dental, and vision insuranceFlexible Spending Accounts (FSA, Dependent Care, Health Savings)Financial & RetirementEmployee Stock Ownership Plan (ESOP)401(k) with employer matchPerformance-based bonuses or incentivesWork-Life & PerksPaid holidays, vacation, and sick timeFree personal checking and savings accountsHome loan rate discountsTuition reimbursement and professional development resourcesOn-site gym and discounted health club membershipsEmployee Assistance Program (EAP)Equal Opportunity EmployerFremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.Salary RangeThe hiring salary range is based on factors such as experience, skills, education, and internal equity.

Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy.Salary RangeUSD $28.89 - USD $40.72 /Hr.Employee Stock Ownership Plan (ESOP)The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.Note to Search Firms:Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.