Administrative Assistant II - Investments

Home BancShares
Panama
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Critical thinking","Data accuracy","Organization","Detail-oriented"]

Support financial advisors and the practice by completing administrative tasks tied to business plans, maintaining client account data, managing inquiries and referrals, and ensuring client communications are handled accurately. Schedule meetings and events, maintain branch files, contracts, compliance records, and disclosures, and coordinate onboarding, account maintenance, and approved service activities. Assist with office operations such as supplies and equipment, processing transactions, expense reports, and required BSA/AML training.

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FursaFursa
Home BancShares
Home BancShares
5 days ago

Administrative Assistant II - Investments

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Support financial advisors and the practice by completing administrative tasks tied to business plans, maintaining client account data, managing inquiries and referrals, and ensuring client communications are handled accurately. Schedule meetings and events, maintain branch files, contracts, compliance records, and disclosures, and coordinate onboarding, account maintenance, and approved service activities. Assist with office operations such as supplies and equipment, processing transactions, expense reports, and required BSA/AML training.
Location: Panama
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Work closely with assigned financial advisors and the program/practice manager to provide ongoing support.
  • •Maintain client account data, manage inquiries, track referrals, and ensure client information is current and accurate.
  • •Schedule client meetings and events (including seminars, webinars, conferences, and calls) and coordinate client communications.
  • •Maintain branch files including contracts, audit documentation, compliance records, and disclosures.
  • •Support onboarding and approved service activities, coordinate office operations, and process approved deposits/operational requests/client service transactions.
Travel: Low travel

Key Requirements

  • •Equivalent to a four-year college degree plus 5 years of related experience and/or training, or equivalent combination of education and experience.
  • •Broad knowledge of areas such as accounting, marketing, business administration, and finance to support advisory practice operations.
  • •Ability to read, analyze, and understand business/professional materials and speak effectively before groups of customers or employees.
  • •Ability to calculate figures and amounts (e.g., discounts, interest, commissions, proportions, percentages) and apply related concepts to practical situations.
  • •Securities-related licensing/certification readiness (preferred): SIE Examination and FINRA Series 7, Series 63 and 65 (or Series 66), plus applicable state life, health, and variable insurance licenses.
Experience:5+ yearsFinancial servicesWealth managementBankingInsuranceOperations
Education:Bachelor's
Skills:CommunicationCritical thinkingData accuracyOrganizationDetail-oriented
Licenses:Applicable State Life, Health, and Variable Insurance Licenses
Certifications:Securities Industry Essentials (SIE) ExaminationFINRA Series 7 RegistrationFINRA Series 63 and FINRA Series 65 RegistrationFINRA Series 66 Registration
Tech Stack:Word Processing/TypingAccountingAlphanumeric Data EntryContact ManagementDatabasePresentation/PowerPoint10-KeySpreadsheet

Company Brief

Home BancShares
Bank holding company that operates Centennial Bank and provides commercial and consumer banking services, including lending, deposits, treasury management, and online banking. Serves individuals, businesses, and public entities across the southern United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Conway, United States
Founded: 1998
WebsiteLinkedIn