Share this Job
Req ID:  3848
Location: 

Joliet, IL, US

Wealth Management Relations Assistant

FT/PT:  Full-Time

First Midwest, with assets over $16 billion, is the premier relationship-based banking franchise in the dynamic Chicagoland banking market. As one of the Chicago metropolitan area's largest independent bank holding companies, First Midwest provides the full range of commercial, retail banking, and wealth management services through some 120+ offices located in communities in metropolitan Chicago, Northwest Indiana, Central and Western Illinois, and Eastern Iowa. 

POSITION SUMMARY:

Responsible for the administrative functions of setting up new accounts, asset transfers and processing billing payments.

REQUIRED EDUCATION, EXPERIENCE AND SKILLS:
  • High school diploma or equivalent GED required
  • Bachelor or Associates Degree preferred
  • College coursework preferred.
  • Minimum 3 years previous Administrative Assistant experience
  • Must have strong organizational and communication skills and be able to deal effectively with the public
  • Must be proficient in Word, Excel, and PowerPoint
  • Ability to handle multiple tasks simultaneously
  • Ability to work well under deadline pressure
  • Position requires the need to work varied hours/days including occasional overtime as business dictates.  May need to travel to other branch locations
DUTIES/RESPONSIBILITIES:
  • New account information set up on accounting system
  • Recurring payment set up on accounting system
  • Assist manager with daily workflow as assigned
  • Gather and process paperwork to complete incoming asset transfers in a timely manner
  • Process all recurring billing payments
  • Participate in all required training sessions for compliance
  • Maintain adequate controls to ensure compliance with consumer protection statutes/regulations in a defined area of responsibility
  • Implement bank-directed policy and changes relating to regulatory amendments
  • Mail Client correspondence as needed

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment Opportunity Posters provided by OFCCP here and Supplement here.


Nearest Major Market: Chicago

Job Segment: Bank, Banking, Quality Assurance, Finance, Technology