Administrative Specialist for Private Banking
3 weeks ago
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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