Non-Licensed Investment Assistant

Community First Bank of Indiana is hiring a Part-Time Non-Licensed Investment Assistant to support the Investment Department Manager and Financial Advisors. The role requires financial knowledge, attention to detail, strong communication, and organizational skills. The position is based in Kokomo, IN, and offers various benefits including paid time off, retirement plans, and tuition reimbursement. Previous experience in the financial industry is preferred.
Salary:

At Community First Bank of Indiana (CFB) we set our intentions to serve and give our best to others each day. Our mission? We partner with you to build a better future. Ready to get started?

As part of our team, youll be empowered through the banks investment in employee education to continuously grow as a professional. We invite you to join our team of trusted, local bankers that leave our communities saying, Weve never been treated like that by a bank. CFB is proud to have been named a Best Place to Work in Indiana for 8 consecutive years by the Indiana Chamber of Commerce. And, were always looking for the best and brightest to join our team!

Benefits:
• Paid Short-Term & Long-Term Disability
• Generous Matching 401(k) Retirement Plan
• 40 hours of Paid Time Off (immediate accrual)
• Access to Earned Wages
• Wellness Program
• Competitive Salary
• Tuition Reimbursement
• Maternity/Paternity paid leave
• Annual bonus eligibility
• Community Service Project

Non-Licensed Investment Assistant

Objective:The Part Time Non-Licensed Investment Assistant acts as the support for the Investment Department Manager and Financial Advisors. Performs various support duties pertinent to help meet the needs of our investment clients.

Classification: This is a Part-Time non-exempt position and reports to the Investment Department Manager.

Job Location: Howard County

Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Financial Knowledge: Understanding basic financial concepts and terminology.
• Attention to Detail: Ensuring accuracy in all financial documents and client information.
• Communication Skills: Facilitating clear and professional interactions with clients and the advisor.
• Organizational Skills: Managing schedules, appointments, and records efficiently.
• Customer Service Orientation: Providing excellent service and addressing client needs effectively.
• Technical Proficiency: Utilizing financial software, CRM systems and digital tools for efficient client management.
• Discretion and Confidentiality: Maintaining the confidentiality of sensitive information is crucial for building trust, ensuring compliance, and protecting data integrity.
• Problem-Solving Skills: Identifying and resolving issues promptly.
• Time Management: Handling multiple tasks and deadlines efficiently.
• Adaptability: The ability to adapt to changing client needs, market conditions, and advisor requirements.
• Teamwork and Independence: Ability to work independently while seamlessly integrating as part of a team.

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Education and Experience:
• High School Diploma or equivalent: Required.
• Experience in the Financial Industry: Prior experience in the financial sector is highly preferred, including familiarity with financial concepts, terminology, and industry practices.
• Strong Communication Skills: Proven ability to communicate effectively.
• Problem-Solving Skills: Demonstrated ability to identify and resolve issues.

CFB provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.