thomaston savings bankThomaston, CT
Investment Assistant I - Brokerage & Client Services
Investment Assistant I - Brokerage & Client Services
Investment Assistant I - Brokerage & Client Services
thomaston savings bankThomaston, CT
3 days ago
Brokerage ClerksSecurities, Commodities, and Financial Services Sales AgentsFinancial Clerks, All Other
Portfolio Management and Investment AdviceSavings Institutions and Other Depository Credit IntermediationInvestment Banking and Securities Intermediation
Apply for this role →Thomaston Savings Bank in Thomaston, CT is seeking an Investment Assistant I to provide essential administrative support to the Investment brokers and team. The role involves preparing client illustrations, managing schedules, and coordinating with Financial Consultants and branches to deliver high-quality service.
The ideal candidate will be proficient with CRM systems, comfortable handling confidential client data, and able to support marketing campaigns and new procedures with Infinex and the
Also on the board Same function, level within a rung
Level
Junior
Location
Thomaston, CT
Occupation
Brokerage Clerks
Industry
Portfolio Management and Investment Advice
Posted
3 days ago