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About the Role

The Investment Services Coordinator provides administrative support to the Investment Services Team and exceptional service to customers. This role involves scheduling meetings, responding to inquiries, and preparing and maintaining confidential customer documentation.

Responsibilities

• Perform administrative duties such as typing, filing, scheduling appointments and other clerical work
• Handle correspondence with customers and brokerages
• Provide timely follow up on telephone calls and messages to ensure good customer service
• Process deposits and withdrawals to and from the brokerage and direct accounts
• Maintain filing systems to ensure the integrity and confidentiality of financial and client information
• Process the paperwork for brokerage accounts and set-up on the system
• Assist with the preparation and distribution of reports and client documentation
• Track monthly/quarterly referrals sent from the branches for incentive payouts

Requirements

• Minimum of one year of administrative support experience preferred
• Excellent interpersonal and communication skills both written and verbal
• Experience building relationships and solving problems
• Strong organizational and time management skills with a proven ability to meet deadlines
• A pre-hire authorization to obtain and review FINRA records associated with you and previous employment information is necessary to determine securities employment eligibility.
• Before assuming any duties, each employee will be trained in the proper filing and logging procedures for large currency transactions and the sale of monetary instruments.
• Each employee will immediately report suspicious currency transactions or activity to their immediate supervisor or the BSA Officer.
• All employees will become familiar with how their customers handle their accounts and will report any transactions that are not within the normal activities of the customer.
• The employee will be trained in compliance with the BSA, USA PATRIOT ACT and associated laws and regulations under the Bank’s Compliance Program as it pertains to his or her job functions.
• Employees are expected to meet all compliance requirements as stated within the Bank’s BSA/AML/CIP/OFAC Program.
• Failure to meet these compliance standards may adversely affect performance appraisals and may result in disciplinary action up to and including termination.
• Employee’s compliance violations may result in termination, individual fines, and possible imprisonment.

Skills

• Proficient in Microsoft Office Suite (Word, Excel, Outlook)

Location

• 345 Main Street Catskill, NY 12414

Work Type

• Non-Exempt

Experience Level

• Minimum of one year of administrative support experience preferred

Education Level

• High School Diploma or equivalent required
• Associate’s or Bachelor’s degree preferred

Salary/Compensations

• $19 - $21 per hour commensurate with education and experience

About the Company

• Bank of Greene County is an equal opportunity employer.

Equal Opportunity

• Bank of Greene County is an equal opportunity employer. We provide equal employment opportunity in all employment-related matters, including hiring, training, promotion, compensation, benefits, transfers and other personnel actions, without regard to race (including traits historically associated with race), color, national origin, age, religion, sex, sexual orientation, gender identity or expression, the status of being transgender, disability, genetic information, predisposition and carrier status, military or veteran status, marital and familial status, the status of being a victim of domestic violence, employee’s or a dependent’s reproductive health decision making (including, but not limited to, a decision to use or access a particular drug, device or medical service), known relationship or association with any member of a protected class, and any other characteristic protected by applicable law.