Private Wealth Administrative Coordinator

3 weeks ago


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

First Merchants Bank is seeking a Private Wealth Administrative Specialist to provide administrative support to Private Wealth client-facing employees in a specific discipline. The successful candidate will be responsible for coordinating communications, appointments, documentation, and other tasks between officers and their clients.

Key Responsibilities:

  • Provide administrative support for assigned officers, including the administration of accounts within the limits of authority.
  • Coordinate communications, appointments, documentation, and other tasks between officers and their clients.
  • Process tasks requested by the officer, including completing transactions in software or necessary paper tickets.
  • Maintain compliance on behalf of the organization by validating completed requests and monitoring daily and monthly reports.
  • Prepare, complete, and process necessary paperwork and transactions for opening, maintaining, and closing accounts.
  • 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 Power Point 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 Power Point.

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.

About Us:

First Merchants 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 that authentic service philosophy.

Our Vision:

To enhance the financial wellness of the diverse communities we serve.

Our Mission:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities



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