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:

1. Provide administrative support for assigned officers, in the administration of accounts within the limits of authority.
2. Coordinate communications, appointments, documentation, etc. between the officers and their clients.
3. Process tasks requested by the officer by completing transaction in the software or completing necessary paper tickets.
4. Maintain compliance on behalf of the organization by validating completed requests and monitoring daily and monthly reports.
5. Prepare, complete and process necessary paperwork and transactions for opening, maintaining, and closing accounts.
6. Research and assemble data and reports for officers.
7. Assist officers with follow up on action items for clients and internal requests.
8. Create presentation materials utilizing Power Point and Adobe DC.
9. Use Excel for tracking and to calculate figures for special reporting.
10. Open, screen, deliver, and prepare outgoing mail.
11. 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.