Investment Operations Assistant - Seattle, WA

BankTalent HQ
Competitive
vision insurance, paternal leave, paid time off, tuition reimbursement, 401(k), profit sharing
United States, Washington, Seattle
Jun 03, 2025
At the Commerce Bank of Washington, a division of Zions Bancorporation, we believe that delivering exceptional service to our clients is the single most important function we perform in our role as bankers. We are dedicated to enriching professional, nonprofit and business organizations by providing them and their principals with highly personalized banking and financial services from experienced bankers committed to long-term banking relationships. Essential Functions: Responsible for providing customer service, clerical and administrative support to clients and investment staff. Interacts with customers to handle inquiries, solve any operational problems or answer any related questions as required. Responsible for processing transactions, new accounts transfers and orders. Ensure that any account opened has the necessary and required information. Maintains customer and compliance files. Other duties as assigned. Qualifications : Requires High School Degree or Equivalent and 2+ yrs experience in administrative and office support functions, client interaction or other directly related experience. Proficient knowledge of office or administrative functions, investment, banking and/or departmental products. Strong customer service and interpersonal skills. Ability to work with internal and external clients. Strong problem resolution and communication skills, both verbal and written. Working knowledge of company products/services and ability to respond to most inquiries in a timely manner. Working knowledge of Microsoft Office software and other related business software. Ability to process, audit and review client information. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $20 - $36 hourly, depending on job-related factors such as level of experience.