Commerce Bank
Administrative Assistant - Wealth Management
Commerce Bank, Kansas City, Missouri, United States, 64101
Wealth Management Administrative Assistant
Commerce Trust Company is looking for an organized, dynamic and service focused individual for our Wealth Management Administrative Assistant role. Commerce Trust, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $75 billion in client assets. Commerce Trust concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service. This is a dynamic and fast paced environment in a high growth area. This position will provide administrative support to a member of the executive management team within Commerce Trust as well as assisting others on the leadership team. Essential Functions Compose correspondence of a highly confidential and complex nature; use a high level of tact & integrity due to frequent senior level contacts; exercise considerable independent judgment Provide indirect supervision to lower level clerical employees and/or act as a lead to lower level clerical employees on projects Prepare pre-call agendas for meetings including presentations and compilation of necessary information Perform a wide range of advanced administrative support duties of highly responsible, complex, confidential nature; support individuals at a senior, executive level Keep organized department records and ensure departmental efficiencies Compile complex information for inclusion in reports or presentation materials such as preparing charts, graphs, tables, etc. Create, maintain and edit documents, spreadsheets, files, and presentations Prepare routine correspondence and correspondence of a more confidential and complex nature Schedule appointments, screen phone calls, take messages and make travel arrangements Regular communication and interaction with customers and team members Manage and maintain accounts and internal databases containing confidential information and analyze complex information requests Coordinate activities and complete special projects Perform administrative duties, including; greeting guests entering the office, coordinating meetings and events, championing technology needs and repairs for conference rooms, handling daily mail and shipping needs, maintaining office and cafeteria supplies coordinating with facilities manager Perform other duties as assigned Knowledge Skills & Abilities Required Strong knowledge of standard office management equipment, systems and procedures Strong informal leadership skills Exercise independent judgment and take appropriate action under minimal supervision Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Strong Microsoft Office (Outlook, Word, Excel, PowerPoint) skills. Education & Experience High School Diploma or equivalent combination of education and experience required, Associate's degree preferred 4+ years related experience in an office environment required 2+ years work experience in a financial institution highly preferred Prior experience supporting an executive team member(s) is preferred. Compensation Range Hourly: $26.25 - $30.75 (Amount based on relevant experience, skills, and competencies.)
Commerce Trust Company is looking for an organized, dynamic and service focused individual for our Wealth Management Administrative Assistant role. Commerce Trust, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $75 billion in client assets. Commerce Trust concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service. This is a dynamic and fast paced environment in a high growth area. This position will provide administrative support to a member of the executive management team within Commerce Trust as well as assisting others on the leadership team. Essential Functions Compose correspondence of a highly confidential and complex nature; use a high level of tact & integrity due to frequent senior level contacts; exercise considerable independent judgment Provide indirect supervision to lower level clerical employees and/or act as a lead to lower level clerical employees on projects Prepare pre-call agendas for meetings including presentations and compilation of necessary information Perform a wide range of advanced administrative support duties of highly responsible, complex, confidential nature; support individuals at a senior, executive level Keep organized department records and ensure departmental efficiencies Compile complex information for inclusion in reports or presentation materials such as preparing charts, graphs, tables, etc. Create, maintain and edit documents, spreadsheets, files, and presentations Prepare routine correspondence and correspondence of a more confidential and complex nature Schedule appointments, screen phone calls, take messages and make travel arrangements Regular communication and interaction with customers and team members Manage and maintain accounts and internal databases containing confidential information and analyze complex information requests Coordinate activities and complete special projects Perform administrative duties, including; greeting guests entering the office, coordinating meetings and events, championing technology needs and repairs for conference rooms, handling daily mail and shipping needs, maintaining office and cafeteria supplies coordinating with facilities manager Perform other duties as assigned Knowledge Skills & Abilities Required Strong knowledge of standard office management equipment, systems and procedures Strong informal leadership skills Exercise independent judgment and take appropriate action under minimal supervision Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Strong Microsoft Office (Outlook, Word, Excel, PowerPoint) skills. Education & Experience High School Diploma or equivalent combination of education and experience required, Associate's degree preferred 4+ years related experience in an office environment required 2+ years work experience in a financial institution highly preferred Prior experience supporting an executive team member(s) is preferred. Compensation Range Hourly: $26.25 - $30.75 (Amount based on relevant experience, skills, and competencies.)