Full-Time Wealth Management Administrative Assistant at CNB
Available Openings: 1
Apply By: January 11, 2024
Industry: Job Openings
Pay Type: Other
Compensation: ---
Education Level: High School

CNB Bank has been serving the citizens of Carlsbad and Eddy County since 1924.  We are a Community Minded Bank located in Southeast New Mexico.  Are you ready to join our team? 

Our Benefits include:  Health, Vision, Dental and Life Insurance, 401k/Profit Sharing Plan, Tuition Assistance, Professional Development, Paid Vacation and Sick Days, 11 Paid Holidays and more!



Post and balance daily work for the WM Department:  Reconcile demand deposit account and voucher account and resolve errors.        ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Answer phones, greet customers, open, date and distribute daily mail to appropriate individuals.  Prepare certified and overnight mail for the department
  • Image documents, maintain retention list and destroy old files
  • Assist WM Administrators opening new accounts (prepare and organize files). 
  • Maintain customer information changes
  • Obtain obituary and legal notices that apply to WM accounts.  Scan and file in client files
  • Maintain birthday ticklers and send out greeting cards as needed.
  • Order bank supplies
  • Notarize documents as needed
  • Maintain ticklers
  • Prepare monthly pledge report
  • Help maintain closed files in storage room, dispose of documents based on retention schedule
  • Prepare receipts and maintain Will and Standby trust files
  • Balance Federated statements daily and monthly
  • Pull and distribute daily reports (FIS/Charlotte)
  • Vote proxies and maintain proxy file
  • Control safekeeping vault key for entry
  • Act as Administrative Assistant to the SVP/WM Manager
  • Prepare monthly bank calendar
  • Backup department personnel as needed
  • Other duties as assigned



  • High School education or GED
  • Strong Customer Service Skills
  • Attention to detail, accuracy and follow-through
  • Strong computer skills
  • Ability to multi-task and prioritize


Contact: Kirsten St. John
202 W. Stevens
Carlsbad, Eddy County, New Mexico 88201