Investment Assistant
Investment Assistant
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Job Description
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process.
We invite you to view the opportunity below.
The Investment Assistant will provide administrative support to Portfolio Managers on the Investment Management will assure the accurate efficient and timely processing of activities in these areas through proper planning and scheduling. Gather information and compiles reports and may make recommendations for managers based upon data/findings. Develop and document procedures for all activities.
This person will also:
Communicate professionally across all levels in alignment with the company brand and customer promise. Prepares and edits various documents (e.g. reports memos emails project materials). Solves complex problems and maintains confidentiality of sensitive information. Strong command of English language and proficient in MS Office (Outlook Word Excel PowerPoint); able to quickly learn new systems. Skilled with office equipment (fax scanner copier videoconferencing tools).
Provides general clerical support including accepting preparing and delivering mail ordering office supplies event planning scheduling conference rooms and meeting coordination calendar administration and appointment scheduling assist colleague requiring traveling offices/workstations ensuring office equipment is properly maintained assisting with new colleague set-up or other clerical/administrative projects.
Answers and directs incoming calls appropriately.
Independently manages small complex projects including task planning goal setting resource coordination timeline management and budgeting. May delegate tasks and oversee project progress with limited supervision.
May mentor or train department colleagues.
In some locations welcomes and logs visitors issues access badges and ensures guests are directed or escorted appropriately.
Education
High School Required
Experience
4-7 years Banking or Administrative Office experience. Required
In addition to core traditional benefits we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focusedColleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.
Personal banking loan investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the our community onFacebookLinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race religion color sex national origin age sexual orientation gender identity disability or veteran status among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Banks anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.
Associated Banc-Corp is an Affirmative Action andEqual Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank isPay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.
$21.88 - $37.50 per hourEmployment Type
Full-Time
