Private Banking Administrator

Position Goals:

Provide administrative support to Private Banking client facing employees (officers). As needed, may offer administrative support to related PWA lines of business.

Essential Duties and 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.

Position Requirements:

Education- High school diploma or equivalent (GED).

Experience- A minimum of one (1) years of related administrative experience.

Other- Customer service experience. Experience working with Microsoft Excel, Outlook, and PowerPoint.

Preferred Requirements:

Bachelor's degree.

Consumer or Commercial banking administrative experience.