Wealth Administrative Assistant
Isabella BankMount Pleasant, Michigan, United States
Posted May 20, 2026
Full Time
About the Company
Isabella Bank is an AA/EEO employer.
Job Description
Assist clients with various tasks, balance trust accounts, and perform administrative duties as a Wealth Administrative Assistant.
Requirements
- Greet clients and answer phones.
- Assist clients with online account access.
- 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.
