Position Summary: New account opening, ongoing service, operational support to Financial Consultants and the Department as a whole. As a Financial Consultant they will help clients accomplish financial objectives by assessing financial situation, develop and present financial strategies and plans; monitor the plan, meet with clients and adjust accordingly. Responsibilities (Essential): Provide prompt, courteous and friendly assistance to clients

Prepare correspondence, memos, reports, forms and mail as necessary

Manage Investment Executives calendar including client appointments, branch trainings, meetings and conferences

Review Investment Executive schedule for next day and prepare client files for meetings, including preparing performance reports and reviewing clients files for completeness and requesting updated information when necessary

Conduct proactive outreach calls to schedule periodic client reviews and keep Investment Executive calendar filled

Produce and distribute clients newsletters from Advisor Center

Account opening and processing

Maintain client files

Data input as needed

Greet customers and answer phones

Provide answers to client inquires whenever possible. Schedule appointment when needed and refer more complex questions to Investment Executive for review and follow up

Prepare FedEx and other shipments

Follow up customer service requested

Assessing clients financial situation by gathering information regarding investments, asset allocation, saving, tax planning, retirement planning and estate planning and evaluating risk tolerance

Develops financial strategies by guiding clients to establish financial goals, matching goals to situation with appropriate financial plans

Monitor clients financial situation my meeting with clients on a regular basis to adjust the plan, provide explanations, answering questions and alleviating concerns

Adhere to federal regulatory requirements, such as the Anti-Money Laundering and Bank Secrecy Acts, and all established policies and procedures. Responsibilities (Marginal): Perform other duties as requested. Required Education & Experience: Minimum of a high school degree or the equivalent

Minimum five years’ experience in a business or professional setting

Series 7, 66, and Health & Life licenses are preferred but not required Physical Demands and Work Environment:

Physical Demands: General office environment.

Work Environment: General office environment.

Schedule Expectations:

Full time 40 hours per week. Over 40 hours as needed.

Required Travel:

This position may require on an intermittent basis

AAP/EEO Statement:

Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. These are the requirements for an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.