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Administrative Assistant - Investment Services

Texas State Job Bank

DEL RIO TX 78840

ESSENTIAL FUNCTIONS ? Perform all administrative duties (e.g., answer calls, account opening, account maintenance, schedule appointments, etc). ? Ensure accurate completion of all documentation required by Raymond James and The Bank & Trust. ? Scan client documents into Raymond James system. ? Develop and implement marketing strategies to increase Investment revenue. ? Lead, coach, and motivate bank employees to generate referrals. MARGINAL FUNCTIONS ? Perform other duties as assigned REQUIRED SKILLS, ABILITIES & EXPERIENCE ? Proficient knowledge of computers and Microsoft Office. ? Organized with the ability to prioritize. ? Demonstrate at all times competence, confidence, confidentiality and courtesy ? Bilingual in English and Spanish ? Ability to read and translate Spanish ? Credit in good standing. PREFERRED SKILLS, ABILITIES & EXPERIENCE ? 3 years experience- customer service, sales, and case follow through. ? Ability to write in Spanish EQUIPMENT USED ? IBM Compatible Personal Computer ? Fax Machine ? Copier ? Calculator WORK CONDITIONS ? Office environment

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