Overview

　　At MidWest One, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.

　　The Investment Service's Administrative Assistant primarily assists financial advisors and clients with matters involving the servicing of client accounts and processing new business in their respective market. The candidate must prepare reports and deliver departmental communications to customers and co-workers. The Administrator must be able to adapt and work on new projects and other duties as assigned.

　　Responsibilities

　　Manage client files

　　Organizing client groups and accounts.

　　Regularly update client contact information.

　　Converting Dormant/UTMA accounts.

　　Network/Log Direct Business.

　　Research cost basis for securities.

　　Maintain an organized file management system.

　　Manage pending work-flow file

　　Organize, file and track pending documents.

　　Process/Log client checks and security deposits.

　　Follow-up with customers and companies to ensure efficiency and service standard.

　　Notifications

　　Process B/D notifications as they are posted.

　　Communicate with B/D service center to clarify problems.

　　Communicate with Advisors and clients to find efficient solutions.

　　Monitor other satellite offices for pending restrictions and notices.

　　Client Document review

　　Review Advisor and client paperwork to ensure accuracy and completeness.

　　Copy, log, mail and track paperwork daily.

　　Client Service

　　Assist clients and advisors with documents to ensure they meet B/D and investment company compliance standards.

　　Answer client calls, emails and other correspondences.

　　Work with B/D and investment companies to resolve client issues with speed, accuracy, and minimal customer impact.

　　Assist customers with basic tax reporting.

　　Other duties may be assigned

　　The Perks!

　　Competitive base compensation with additional performance-based incentives/bonus potential (incentives and bonus will vary depending on role)

　　Career growth opportunities

　　Continuous learning opportunities

　　401(k) Retirement Plan with company match with immediate vesting

　　Employee Stock Ownership Plan

　　Employer provided group life insurance with option to purchase additional life insurance for you and your family members

　　Employer provided long term and short term disability insurance

　　Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more!

　　Medical, Dental, and Vision insurance

　　Flex spending plan & Health savings accounts

　　Additional Insurance options to meet your personal needs: Pet Insurance and Critical Illness and Accident insurance

　　Student Loan Debt Reduction Program & Tuition Assistance Plan

　　Wellness Program

　　Free banking services and other financial services discounts

　　Take Your Dog to Work Day in June

　　Employee Rally Day- a day of celebration and recognition !

　　Qualifications

　　Bachelor’s degree or equivalent from a four-year college or university or at least twelve months of related experience or the equivalent combination of education and experience.

　　Series 6 and 63 license preferred.

　　We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.

　　Now that you know more about us and the position, next step is for you apply so we can learn about you!

　　Location : LocationUS-IA-Iowa City

　　StatusNon-Exempt

　　TypeFull-Time

　　CityIowa City

　　StateIA

　　Hours Per Week40

　　Benefits PackageYes - Full Time Package

　　Location : Address 2500 South Clinton Street