About this role
Trust & Wealth Assistant I at Employer. Location: Mason City, Iowa, United States. Role: Administrative support, Coordinate transactions, Document and filing Requirements: Administrative support for wealth officers, client service, CRM tasks, document processing, and coordination with investment teams. Category: Administrative & Clerical Support Seniority: Entry Level Tools: Outlook, Word, Excel, CRM, SharePoint Commitment: Full Time Workplace: Onsite Languages: English