Private Wealth Administrative Specialist

First Merchants Corporation•South Monroe, MI

About The Position

First Merchants Bank is seeking a Private Wealth Administrative Specialist to join our team! This position will provide administrative support to Private Wealth client facing employees (officers) in a specific discipline. Private Wealth disciplines include Private Banking, Wealth Management and Advisory, Retirement Services and Advisory, and IRA Operations.

Requirements

High school diploma or equivalent (GED).
A minimum of two (2) years of related administrative experience.
Customer service experience, Excel, and Power Point.

Nice To Haves

Bachelor’s degree.
Private Wealth experience.
Salesforce and/or Adobe DC experience

Responsibilities

Provide administrative support for assigned officers, in the administration of accounts within the limits of authority.
Coordinate communications, appointments, documentation, etc. between the officers and their clients.
Process tasks requested by the officer by completing transaction in the software or completing 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 utilizing Power Point and Adobe DC.
Use Excel for tracking and to calculate figures for special reporting.
Open, screen, deliver, and prepare outgoing mail.
Maintain paper and electronic filing system.