Private Wealth Administrative Specialist

First Merchants Bank is seeking a Private Wealth Administrative Specialist to join our team!

• 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.

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

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

• 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

Apply today to begin your career with us!