Job Description

Position Goals:

Provide administrative support to Private Wealth client facing employees (officers) in a specific discipline. Private Wealth disciplines include Private Banking, Wealth Management and Advisory, Retirement Services and Advisory, and IRA Operations.

Essential Duties and Responsibilities:

• Provide administrative support for assigned officers, in the administration of accounts within the limits of authority.

• Coordinate communications, appointments, documentation, etc. between the officers and their clients.

• Process tasks requested by the officer by completing transaction in the software or completing necessary paper tickets.

• Maintain compliance on behalf of the organization by validating completed requests and monitoring daily and monthly reports.

• Prepare, complete and process necessary paperwork and transactions for opening, maintaining, and closing accounts.

• Research and assemble data and reports for officers.

• Assist officers with follow up on action items for clients and internal requests.

• Create presentation materials utilizing Power Point and Adobe DC.

• Use Excel for tracking and to calculate figures for special reporting.

• Open, screen, deliver, and prepare outgoing mail.

• Maintain paper and electronic filing system.

Position Requirements :

Education - High school diploma or equivalent (GED).

Experience - A minimum of two (2) years of related administrative experience.

Other - Customer service experience, Excel, and Power Point.

Preferred Requirements :

Bachelor's degree.

Private Wealth experience.

Salesforce and/or Adobe DC experience

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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