Private Banking Assistant

Job Description

JOB SUMMARY:
The Private Banking Assistant provides administrative and operational support to the Private Banking Group (PBG) to ensure a high level of service for clients. This role assists with day-to-day activities, client servicing tasks, and internal coordination, while gaining foundational knowledge of private banking products and services.

RESPONSIBILITIES:
• Provide administrative support to Private Banking team members, including scheduling, document preparation, and follow-up tasks.
• Assist with routine client requests such as account maintenance, documentation, and general inquiries.
• Support account opening processes, wire requests, and basic servicing activities under supervision.
• Maintain accurate client records and assist with file organization and document management.
• Coordinate internal requests and ensure timely completion of assigned tasks.
• Assist with tracking loan portfolio activity, past dues, and reporting updates as needed.
• Order and maintain office supplies and support general office operations.
• Help prepare materials for client meetings, presentations, and business development efforts.
• Provide general support to ensure a high level of client service is maintained.
• Perform other administrative duties as assigned.

Qualifications

SKILLS/QUALIFICATIONS:
• High school diploma required; Associate’s or Bachelor’s degree preferred.
• 0–2 years of banking, administrative, or customer service experience preferred.
• Basic knowledge of banking products and services or willingness to learn.
• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• Detail-oriented with a high level of accuracy.
• Ability to handle multiple tasks and prioritize effectively.
• Professional demeanor and strong customer service mindset.
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Ability to learn internal systems and processes.
• Team-oriented with a willingness to support multiple team members.

KEY COMPETENCIES:

• Customer Service Focus
• Attention to Detail
• Organization and Time Management
• Communication Skills
• Teamwork and Collaboration
• Adaptability and Willingness to Learn

Essential Functions:
• Sitting or standing for extended periods of time
• Ability to operate standard office equipment, including computer, phone, and copier
• Ability to communicate effectively with clients and internal team members
• Ability to review and process information with accuracy
• Occasional local travel, if needed