Wealth Management Administrative Assistant

Role Overview

• Provide essential day-to-day support to ensure the smooth and efficient operation of the team
• Manage complex schedules
• Coordinate meetings
• Process expense reports
• Perform a variety of routine administrative tasks

Requirements

• Bachelor's degree, or equivalent work experience
• Five or more years of administrative support experience in a banking environment
• Expert knowledge of departmental operations/policies and bank products/services
• Excellent interpersonal, verbal and written communication skills
• Exceptional customer service skills
• Ability to identify and resolve exceptions and to interpret data
• Ability to resolve complex problems with minimal guidance
• Excellent computer skills, especially Microsoft Office applications

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law