Private Wealth Administrative Specialist Job at First Merchants Bank, Muncie, IN

SExobms2ZzJKK3pNZ2VuZmpUelVPanN2Tnc9PQ==
  • First Merchants Bank
  • Muncie, IN

Job Description

Job Description

Job Description

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.

As part of this role you will:

  • 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.

To be successful in this position, we require the following:

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

The following would be a plus:

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

First Merchants offers the following:

  • 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

A little 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, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

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

Our Mission is:

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."

Apply today to begin your career with us!

Job Tags

Holiday work, Flexible hours,

Similar Jobs

WakeMed

Registered Nurse (RN) 3B CV Intermediate Care Job at WakeMed

 ...WakeMed: Nursing Benefits/Highlights: Career Ladder RN I IV, depending on education and experience Sign-On Bonus and/or Relocation Incentive available for select positions Competitive Benefits Package Tuition Reimbursement Public Service Loan... 

Get It Recruit - Educational Services

Online Teacher - Remote | WFH Job at Get It Recruit - Educational Services

 ...across the U.S.! Position Highlights: Remote Work: Provide virtual instruction from the comfort of your home. Set Your Own Schedule: Choose your...  ...Qualifications: Prior experience in tutoring or teaching (highly preferred). A Bachelor's degree or higher... 

Consultative Search Group

Accounts Receivable Manager Job at Consultative Search Group

A fast-growing food service company seeks an Accounts Receivable Manager to join their dynamic team in their Miami, FL corporate location. In this position you will oversee the entire process of collecting payments from the company's customers. This role involves managing... 

GHS Recruiting

Emergency RN / ER Nurse Job at GHS Recruiting

Join Our Team as an Emergency Room Registered Nurse (RN) in Oregon! We are thrilled to be partnering with a prestigious hospital in Oregon to recruit highly skilled and dedicated Emergency Room RNs. If you have at least one year of ED experience and are licensed in Oregon... 

United Parcel Service

Warehouse Worker - Hiring Immediately Job at United Parcel Service

 ...SHIFT YOUR FUTURE Warehouse Worker UPS Quick Apply Applying for this role online is quick and easy and you could evenschedule...  ...Paid vacation Paid Sick and Family and Medical Leave time as required by law Paid holidays Discounted Employee Stock...