Location: Providence, Rhode Island, USA
Company: Citizens Bank
Job Position: Investment Assistant
JOB DESCRIPTION:
Qualification:
Education & Experience
Knowledge of Outlook, Word and Excel (templates and creation)
- Must be able to multi-task, prioritize and consistently deliver a high quality product
- Must be able to work productively, independently and as a member of a group
- Must be organized and detail oriented
- Analytical, self starter
- Must be able to communicate in a clear and concise manner
- Follow instructions
- College degree preferred
- Financial background preferred
Job Responsibility:
Prepare wire transfer forms, execution forms, journal letters, duplicate statement letters, authorization letters and client memos.
- Research inquiries by working with internal departments
- Printing, filing, scanning
- Preparing mailings
- Creating and gathering materials for client meetings
- Preparation of ad-hoc reports
- Ordering supplies, coordinating servicing office equipment