Investment Sales Assistant
- Location
- Whitehall, OH
- Listed
- Today
Overview
Greets and assists Investment clients, and provides general administrative assistance for the Investment area.
What You'll Do
- In this role, you will partner with the Financial Advisor to manage daily schedules, prepare client materials, and follow up on pending items.
- You will connect with current and prospective clients to schedule appointments and provide timely support.
- You will coordinate client events by managing invitations, reservations, refreshments, RSVPs, and follow-up.
- You will also research and resolve client questions while preparing required compliance reports, including those related to FINRA regulations.
What it Takes
- Previous sales experience is a plus.
- A relationship-focused approach to serving investment clients.
- Proficiency with Microsoft Word, Excel, Access, and PowerPoint.
- Strong organizational skills, with the ability to manage multiple priorities and follow through on commitments.
- Sound judgment and discretion when handling sensitive and confidential information.
- The ability to thrive in a fast-paced, goal-oriented environment with ongoing deadlines.
Bonus Points
- Bilingual/Multilingual
What we can offer you: Medical, dental, vision, STD, LTD, Life insurance, etc.
- 17 days paid time off, 11 paid holidays, and bereavement leave
- Education Assistance Program
- Paid Parental Bonding Leave
Wellness benefits
- Life event coverage
- Service awards
- Financial benefits including 401(k) match, stock purchase plan and more
- Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping
- Logo wear discounts
- Free checking account, checks and discounted bank services
About Us
German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
German American employees are required to adhere to laws and regulations applicable to banks and to German American policies and procedures. Applicants should expect to complete necessary pre-employment screening pursuant to these laws, regulations, and policies.
Equal opportunity and legal notices
German American Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (pregnancy, sexual orientation, or gender identity), age (40 or older), national origin, genetic information, veteran status, disability, or any other basis protected by law.
German American is committed to the full inclusion of all qualified individuals. As part of this commitment, if you require reasonable accommodation in completing the application process, interviewing, or completing any pre-employment testing, please direct your inquiries to our Talent Acquisition team at or.
From German American Bank's careers page, first listed on Rolev.ai on November 12, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
Where is the Investment Sales Assistant job at German American Bank located?
This Investment Sales Assistant position at German American Bank is located in Whitehall, OH. Always check German American Bank's application page for specific state eligibility or relocation policies.
How do I apply for the Investment Sales Assistant position at German American Bank?
This listing links directly to German American Bank's Lever application page. You can apply directly on German American Bank's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Lever application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.