Administrative Assistant Jobs

At MidWestOne, 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 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.

• Notifications
• Regularly update client contact information.
• Follow-up with customers and companies to ensure efficiency and service standard.
• Communicate with B/D service center to clarify problems.
• Assist customers with basic tax reporting.
• Process B/D notifications as they are posted.
• Maintain an organized file management system.
• Manage client files
• Communicate with Advisors and clients to find efficient solutions.
• Assist clients and advisors with documents to ensure they meet B/D and investment company compliance standards.
• Review Advisor and client paperwork to ensure accuracy and completeness.
• Client Service
• Organize, file and track pending documents.
• Client Document review
• 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.
• Copy, log, mail and track paperwork daily.
• Research cost basis for securities.
• Manage pending work-flow file
• Other duties may be assigned
• Converting Dormant/UTMA accounts.
• Network/Log Direct Business.
• Process/Log client checks and security deposits.
• Organizing client groups and accounts.
• Monitor other satellite offices for pending restrictions and notices.

The Perks!

• Employee Rally Day- a day of celebration and recognition!
• Continuous learning opportunities
• Employee Stock Ownership Plan
• Career growth opportunities
• Medical, Dental, and Vision insurance
• Series 6 and 63 license preferred.
• Take Your Dog to Work Day in June
• Free banking services and other financial services discounts
• Wellness Program
• 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.
• Employer provided long term and short term disability insurance
• Flex spending plan & Health savings accounts
• Competitive base compensation with additional performance-based incentives/bonus potential (incentives and bonus will vary depending on role)
• Student Loan Debt Reduction Program & Tuition Assistance Plan
• 401(k) Retirement Plan with company match with immediate vesting
• Additional Insurance options to meet your personal needs Pet Insurance and Critical Illness and Accident insurance
• Employer provided group life insurance with option to purchase additional life insurance for you and your family members
• Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more!

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, 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!