Private Wealth Administrative Support Specialist

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 Private Wealth Administrative Specialist to provide exceptional support to our Private Wealth client-facing employees. This role will involve providing administrative support for assigned officers, coordinating communications and appointments, processing tasks, and maintaining compliance.

Key Responsibilities:
  • Provide administrative support for assigned officers, including account administration and task completion.
  • Coordinate communications and appointments between officers and clients.
  • Process tasks and transactions in software and complete necessary paperwork.
  • Maintain compliance by validating requests and monitoring reports.
  • Prepare and process necessary paperwork and transactions for account opening, maintenance, and closure.
  • Research and assemble data and reports for officers.
  • Assist officers with follow-up on action items for clients and internal requests.
  • Create presentation materials using PowerPoint and Adobe DC.
  • Use Excel for tracking and calculating figures for special reporting.
  • Open, screen, deliver, and prepare outgoing mail.
  • 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 PowerPoint.
Preferred Qualifications:
  • Bachelor's degree.
  • Private Wealth experience.
  • Salesforce and/or Adobe DC experience.
What We Offer:
  • Base Pay PLUS Bonuses.
  • Medical, Dental, and Vision Insurance.
  • 401k.
  • Health Savings and Flexible Spending Accounts.
  • Vacation/Sick Time.
  • Paid Holidays.
  • Paid Parental Leave.
  • Tuition Reimbursement.
  • Additional Benefits.

First Merchants Bank is a company guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve. Our Vision, Mission, and Team statement reflect and reinforce that authentic service philosophy.

We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging.



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