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First Merchants Bank Private Wealth Administrative Specialist in Monroe, Michigan

font class="bold"Description/fontdivPosition Goals:Provide administrative support to either the Private Banking team or the Wealth Management team.Essential Duties and Responsibilities:and#160;Specialization will be in one of the following areas of expertise:and#160;olli Wealth Management Support/liliProvide administrative support for assigned Wealth Advisors, Wealth Managers, Retirement Plan Advisors, and/or Portfolio Managers, in the administration of accounts within the limits of authority./liliProvide advanced client service for PWA clients on routine requests and inquiries both written and oral./liliPrepare memos, reports, documents, letters and other correspondences for officers and administrators as requested./liliSubmit requests to buy/sell cash when directed by the advisor, as associated with daily cash sheet maintenance./liliComplete gifting requests, deposits/withdrawal, check requests and wire transfers; transfer funds upon client request./liliAccurately complete PWA account request form (check requests, asset transfers, account changes, etc.)./liliComplete and process necessary paperwork and system procedures for opening, maintaining, and closing accounts./liliResearch and assemble data and reports for advisors for complex inquiries./liliBalance accounts and post entries for accounts on PWA software./liliCreate presentation materials utilizing Power Point and Adobe DC./liliUse Excel for tracking and to calculate figures for special reporting./liliOpen, screen, and deliver incoming mail./li/oland#160;olli Private Banking Support/liliProvide administrative support for assigned Private Bankers in the administration of accounts within the limits of authority./liliEnsure all credit applications/requests are supported with appropriate information and meet the standard requirements as defined in the bankand#8217;s policies and processes./liliAssist the Private Bankers to ensure compliance with Regulation B./liliMaintain appropriate working knowledge of all Private Wealth bank deposit products and services./liliResponsible for coordination, opening, and closing of deposit accounts and related services./liliAssist the Private Banker(s) with marketing and presentation materials and coordinate, as necessary, with other internal partners including Private Wealth Advisors, Commercial Banking and Consumer Banking./liliFacilitate and Monitor the Private Banking commercial and consumer loans in process using the various software programs./liliMonitor and manage upcoming maturities, delinquent accounts, loan portfolio and deposit account exceptions and exception tracking, loan and deposit reporting requirements, etc./liliComplete requests from clients which may include account inquiries, fund transfers, deposits/withdrawals, wire transfers, etc./li/olPosition Requirements:Education - and#160;and#160;and#160;and#160;and#160; High school diploma or equivalent (GED).Experience - and#160;and#160;and#160;and#160; More than two (2) years of related administrative experience.Other -and#160;and#160;and#160;and#160;and#160;and#160;and#160;and#160;and#160;and#160;and#160;and#160;and#160; Customer service experience, Excel, and Power Pointand#160;Preferred Requirements:g

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