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Private Wealth Administrative Assistant

2 months ago

Muncie, Indiana, United States First Merchants Corporation Full time
Private Wealth Administrative Specialist

First Merchants Corporation 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 assistance to officers in a specific discipline, ensuring seamless execution of tasks and maintaining compliance with organizational standards.

Key Responsibilities:
  • Provide administrative support to assigned officers, including account administration, communication coordination, and documentation management.
  • Process tasks requested by officers, completing transactions in software or paper tickets as necessary.
  • Maintain compliance by validating completed requests and monitoring daily and monthly reports.
  • Prepare and process necessary paperwork and transactions for account openings, maintenance, and closures.
  • 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.
  • Utilize Excel for tracking and calculating figures for special reporting.
  • Manage 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:
  • Competitive base pay plus bonuses.
  • Medical, dental, and vision insurance.
  • 401(k) plan.
  • Health savings and flexible spending accounts.
  • Vacation/sick time.
  • Paid holidays.
  • Paid parental leave.
  • Tuition reimbursement.
  • Additional benefits.
About Us:

First Merchants Corporation is 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 this 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.