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Wealth Administrative Assistant

Isabella Bank
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Mt Pleasant, MI 48858, USA
May 22, 2026
Banking Full-Time

Position Title: Wealth Administrative Assistant

Reports To:  Wealth Manager

Responsibilities:

  • Greet clients and answer phones.
  • Assist clients with online account access.
  • Open and sort mail.
  • Balance Trust Accounts
  • File paper and electronic documents.
  • Reviews and pays clients bills.
  • Prepares correspondence and client reports.
  • Complete department mailings.
  • Takes ownership of projects as needed.
  • Other duties as assigned.

Qualifications

Education/Experience

  • High school diploma required.
  • Associates degree in Finance, Accounting, or Business preferred.
  • Business or office experience.
  • Trust experience preferred

Skills

  • Demonstrates good customer service
  • Effectively work as a team member and independently
  • Proficient in verbal and written communication skills
  • Proficient computer skills
  • Excellent attention to detail

Isabella Bank is an AA/EEO employer.

department

Wealth
About Isabella Bank
Come to Isabella Bank to experience hometown banking at its best!
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