Private Wealth Administrative Specialist

Private Wealth Administrative Specialist

Job Category: Wealth Management

Requisition Number: PRIVA
011648

Location: Indy HQ, 8711 River Crossing Boulevard, Indianapolis, IN 46240, USA

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 transactions 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:

• Private Wealth experience.
• Salesforce and/or Adobe DC experience

First Merchants offers the following:

• Medical, Dental and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• 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!

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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