Private Bank Administrative Assistant
Are you a detail-oriented, organized individual with a passion for finance and customer service? Bank of America is currently seeking a skilled Administrative Assistant to join our Private Bank team. As an Administrative Assistant in our Private Bank division, you will play a crucial role in supporting our high-net-worth clients and their financial advisors. This is a great opportunity for someone who is looking to start or advance their career in the banking industry. If you possess excellent communication skills, a strong work ethic, and a desire to provide exceptional service, we encourage you to apply for this exciting opportunity.
- Provide administrative support to the Private Bank team, including managing calendars, organizing documents, and scheduling meetings.
- Communicate with high-net-worth clients and their financial advisors, ensuring timely and accurate responses to inquiries and requests.
- Maintain confidentiality and discretion when handling sensitive financial information.
- Coordinate and track client onboarding and account opening processes.
- Assist with the preparation of client presentations and reports.
- Collaborate with team members to ensure efficient and effective operation of the Private Bank division.
- Conduct research and gather data to support decision-making and project management.
- Manage and prioritize multiple tasks and assignments to meet deadlines.
- Act as a liaison between clients and internal departments to resolve any issues or concerns.
- Proactively identify opportunities for process improvement and suggest solutions.
- Uphold the company's standards of professionalism, ethics, and customer service.
- Stay updated on industry regulations and compliance requirements.
- Assist with special projects and other ad hoc tasks as assigned by management.
- Maintain accurate records and documentation for client interactions and transactions.
- Proactively seek out and participate in training and development opportunities to enhance skills and knowledge.
Strong Organizational And Time Management Skills: As A Private Bank Administrative Assistant, You Will Be Responsible For Managing Multiple Tasks And Priorities For High Net Worth Clients. It Is Essential To Have Excellent Organizational And Time Management Skills To Efficiently Handle And Prioritize Tasks.
Excellent Communication And Interpersonal Skills: The Role Of A Private Bank Administrative Assistant Requires Frequent Communication With Clients, Colleagues, And Other Stakeholders. Therefore, Strong Communication And Interpersonal Skills, Both Written And Verbal, Are Crucial For Success In This Role.
Familiarity With Financial Services And Private Banking: Previous Experience Or Knowledge Of The Financial Services Industry And Private Banking Operations Is Highly Desired For This Role. This Will Enable The Candidate To Understand And Navigate The Complex Nature Of Private Banking And Provide Efficient Support To Clients And Senior Management.
Proficient In Microsoft Office And Other Relevant Software: As A Private Bank Administrative Assistant, You Will Be Responsible For Maintaining And Updating Client Records, Preparing Reports And Presentations, And Managing Schedules Using Various Software And Tools. Proficiency In Microsoft Office And Other Relevant Software Is A Must For This Role.
Attention To Detail And Confidentiality: Private Banking Deals With Sensitive And Confidential Information, And It Is Crucial For A Private Bank Administrative Assistant To Maintain The Highest Level Of Confidentiality. Attention To Detail Is Also Essential To Ensure Accuracy In Client Records And Reports.
Data Entry
Communication
Time Management
Microsoft Office
Multitasking
Attention to detail
customer service
Calendar Management
Record keeping
Organization
Travel Coordination
Problem-Solving
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Organizational skills
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Private Bank Administrative Assistant in New York, NY, USA is between $55,000 - $75,000 per year. This salary range can vary depending on the specific job responsibilities, experience level, and employer. Some factors that can affect salary include the size and reputation of the private bank, the individual's level of education and experience, and the cost of living in the area. Private bank administrative assistants may also receive additional benefits such as bonuses, health insurance, and retirement plans.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started