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First Interstate BancSystem Wealth Management Administrative Assistant I in Missoula, Montana

\*\*If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
This position is located at ourMissoula Downtown branch.

Provides support to the First Interstate Wealth Management Team. This individual will primarily assist Trust Specialist (TS) and Retirement Plan Specialist (RS) in the performance of their duties and servicing of their clients. They will also provide support and backup to other members of the Wealth Management team, as assigned. This position provides administrative support for both the trust and investment services activities for ourlocal MarketWealth Management team.

ESSENTIAL DUTIES& RESPONSIBILITIES include the following; other duties may be assigned.
Supports the account administration process as directed by TS and RS which includes:
Contacting and scheduling appointments; completing and finalizing call and file documentation; and initiates follow-up contacts.
Working in a team focused environment; be able to balance priorities for the benefit and progress of team objectives; and be able to work and be flexible in a changing work environment.
Initiating contact with existing customers to schedule appointments and to gather information, as needed.
Greeting and assist customers in person and by telephone in a professional and responsive manner consistent with First InterstateWealth Management standards and guidelines.
Processing daily business including, but not limited to: distributions, deposits and documentation.
Setting up new accounts, maintain and update existing accounts.
Maintaining and input data systems as required in a high quality and timely manner.
Working on continuing education and regulatory training, as needed.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High school diploma or general education degree (GED) with one or more years of related experience in Brokerage, Trust or Finance.

Ability to communicate effectively. Ability to work well with co-workers. Ability to properly prioritize work load and remain adaptable under pressure. Computer skills essential. Computer experience with Internet, MS Word & MS Excel required. Knowledge of additional applications preferred. Ability to pay attention to detail required, especially in time-sensitive and pressure situations. Looking for a professional, self-driven/motivated, pleasant individual who is committed to ensuring clients always come first.

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Obtain appropriate licensing, if needed.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to stand, walk, and reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.
\*\*If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Our company is an equal opportunity employer. Employment here is based solely upon an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law. We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws.