Wealth Management Group Administrative Associate

at Bangor Savings Bank in Bangor, Maine, United States

Job Description

FUNCTION: The Wealth Management Group (WMG) Administrative Associate supports the Wealth Management department and is the primary front-facing employee for the building. Provides administrative assistance and coordination for the Wealth Management department and is responsible for key functions of applicable areas of the building and associated customer experience.


Department and Building Functions:

+ Assists WMG with general correspondence, memos, tasks, mail received by the department and special projects

+ Prepares and mails new WMG relationship welcome letters, as well as special event mailings (i.e. birthday, anniversary, etc)

+ Coordinates WMG calendars, meetings, conference calls, events, and conference rooms as needed

+ Prepares and submits expense reimbursement requests to Accounting

+ Works independently and within a team environment on special nonrecurring and ongoing projects

+ Prepares daily departmental team connect schedule

+ Performs a variety of receptionist, secretarial, and administrative duties, such as:

+ Warmly greets visitors, vendors, external and internal customers with enthusiasm and, professionalism

+ Assists with guiding visitors to where they need to go for meetings, etc.

+ Coordinates and assists with scheduling of conference rooms

+ Attends to general department needs and places supply orders, as needed

+ Ensures meeting rooms within the department’s responsibility are set up, stocked, and kept clean and organized

+ Welcomes and warmly assists local vendor relationships as they visit the building-caterers, suppliers, postal services, etc

+ Maintains a high-level of professionalism and competence when interacting and working with clients

+ Assists other departments with support work, as needed


+ Builds and sustains strong relationship with individuals and groups at all levels

+ Interacts harmoniously and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork

+ Conforms to acceptable punctuality/attendance standards as expressed in the Employee Handbook

+ Performs additional duties as requested

Compliance and Control:

+ Assists in ensuring that the Bank complies with local, state and federal regulations

+ Helps ensure the building is secure and takes part in associated security measures.


+ High school diploma or equivalent

+ College, business, banking, or professional training helpful

+ Sound administrative skills

+ Strong PC skills, thorough knowledge of Microsoft Office required

+ Ability to prioritize work, be flexible, multi-task, and to work with minimal supervision

+ Ability to handle problems in a calm and thoughtful manner

+ Excellent interpersonal skills and strong communication skills, verbal and written


+ General office environment

+ Moderate lifting (to 35 lbs.) required. Moderate reaching, walking, sitting and standing required


+ General office equipment

External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.

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Job Posting: JC213135848

Posted On: May 12, 2022

Updated On: Jun 09, 2022