Description
The Investment Services Assistant supports Pentucket Bank and Osaic by serving prospective and current customers, preparing and reviewing account paperwork, maintaining customer profiles, processing account and transactional requests, coordinating training, and ensuring compliance with regulatory and bank policies. The role requires a high school diploma or equivalent, strong organizational and communication skills, technology proficiency, and the ability to work independently; insurance and securities licenses are preferred or obtainable within two years, and 2–3 years of relevant experience is preferred. The stated salary range is $21.78–$28.32.
