Administrative Specialist for Private Banking

3 weeks ago


Muncie, Indiana, United States First Merchant's Bank Full time

Private Wealth Administrative Specialist

First Merchants Bank is seeking a highly skilled and detail-oriented Private Wealth Administrative Specialist to provide administrative support to Private Wealth client-facing employees. This role will involve coordinating communications, appointments, and documentation, as well as processing tasks requested by officers.

Key Responsibilities:

  • Provide administrative support to Private Wealth client-facing employees
  • Coordinate communications, appointments, and documentation
  • Process tasks requested by officers
  • Maintain compliance on behalf of the organization
  • Prepare, complete, and process necessary paperwork and transactions
  • Research and assemble data and reports for officers
  • Create presentation materials using Power Point and Adobe DC
  • Use Excel for tracking and calculating figures for special reporting
  • Maintain paper and electronic filing systems

Requirements:

  • High school diploma or equivalent (GED)
  • A minimum of two (2) years of related administrative experience
  • Customer service experience, Excel, and Power Point
  • Bachelor's degree
  • Private Wealth experience
  • Salesforce and/or Adobe DC experience

Benefits:

  • Medical, Dental, and Vision Insurance
  • Health Savings and Flexible Spending Accounts
  • Paid Holidays
  • Tuition Reimbursement

First Merchants Bank is a dynamic and inclusive organization that values its employees and strives to create a positive and supportive work environment. We are committed to enhancing the financial wellness of the diverse communities we serve and being the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.



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