Private Wealth Administrative Support Specialist
3 weeks ago
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.
- High school diploma or equivalent (GED).
- A minimum of two (2) years of related administrative experience.
- Customer service experience, Excel, and PowerPoint.
- Bachelor's degree.
- Private Wealth experience.
- Salesforce and/or Adobe DC experience.
- 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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