Private Wealth Administrative Coordinator
3 weeks ago
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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