Investment Services Administrative Assistant

Position Summary

The Administrative Assistant – Investment Services performs a wide variety of administrative support duties for the Wealth Management Operations Manager, Assistant Manager Investment Services and Vice President. Position entails heavy phones, customer contact and other support functions. Deals with confidential and sensitive documentation regarding client accounts. Interacts with bank associates, various personnel for the Broker Dealer insurance companies and department vendors. Handles questions and paperwork from clients and Financioal Advisors, is the key person for uploading documents into the Broker Dealer system. Prepares various reports for the Operations Manager and Vice President. Performs other duties and assignments as needed.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.

We offer:

A people-first culture grounded in inclusion and excellence

Deep community involvement and local reinvestment

A mission-driven workplace where values and performance go hand in hand

The Fremont Bank Way

Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service

No-Compromise Approach — we help clients get to "yes"

Core Values:

Go above and beyond for clients

Foster a supportive and empowering environment for associates

Deeply invest in the well-being of our local community

Key Responsibilities

Provide administrative support to the Financial Advisors on all accounts

Perform client maintenance for accounts

Perform various support duties such as answering phones, copying documents, preparing overnight or express mail forms, etc.

Assist with assigned Client Events

Contact and follow up with clients on paperwork and needed documents

Performs routine tasks independently

Assist with necessaary expense and internal reporting

Initiate licensing process for SIE, S7, S65 & Life/Health Insurance Licenses

Qualifications & Skills

High School Diploma or equivalent

Administrative experience is preferred but not required

Advanced proficiency with Microsoft Word, Excel, PowerPoint and Internet Explorer

Problem solving skills, motivated self-starter, energetic, organized and detail oriented

Excellent written and verbal communication skills

Excellent customer service skills

Innovative and ability to multi-task

What Makes Fremont Bank Associates Thrive?

Team Players who go above and beyond to support their colleagues

Action-Oriented professionals who challenge the status quo and seek improvement

Purpose-Driven individuals who understand and champion the bank’s community impact

Benefits Snapshot

Health & Wellness

Medical, dental, and vision insurance

Flexible Spending Accounts (FSA, Dependent Care, Health Savings)

Financial & Retirement

Employee Stock Ownership Plan (ESOP)

401(k) with employer match

Performance-based bonuses or incentives

Work-Life & Perks

Paid holidays, vacation, and sick time

Free personal checking and savings accounts

Home loan rate discounts

Tuition reimbursement and professional development resources

On-site gym and discounted health club memberships

Employee Assistance Program (EAP)

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.

Salary Range

The hiring salary range is based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank’s compensation philosophy.

Salary Range USD $28.89 - USD $40.72 /Hr.

Employee Stock Ownership Plan (ESOP)

The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.

Note to Search Firms:

Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.