Merchants Bank, Winona, has an opening for an Investment Services Assistant. 

This individual will serve as Assistant to the Investment Executive team.  This position is responsible for providing administrative and sales support and ensuring smooth daily operations within the office. Requires daily contact with customers by telephone or in person.  Duties involve establishing brokerage accounts, working with mutual funds and investment insurance products, administrative tasks, sales and marketing, and interaction with customers and bank employees.

Requires 2 years of experience as an administrative assistant or similar role.  Excellent verbal and written communication skills.  Strong organizational and multitasking capabilities.  Must be detail orientated, able to prioritize tasks effectively, and have the ability to work independently and as a part of a team.  Ability to conduct all transactions of a highly confidential nature. Experience in the financial services industry and understanding of investments preferred.

Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options.

Please Apply online at www.merchantsbank.com/careers or in person at Merchants Bank, Winona (102 E 3^rd Street). Questions can be emailed to hr@merchantsbank.com. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.