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First American Bank
Location: Elk Grove Village, IL 60007 Document ID: A8373-01D1 Posted on: 2014-10-0910/09/2014 Job Type: RegularJob Schedule:Full-time
2014-11-08
Private Client Group Associate
This hourly (non-exempt) position is responsible for working with designated Private Client Advisors (PCA) and Senior Associates in handling a variety of functions necessary to service Private Client Group clients.
DUTIES & RESPONSIBILITIES:
Set up and monitor all critical dates and deadlines with respect to assigned accounts and initiate appropriate action.
Maintain electronic imaged files (Synergy).
Input-maintain CRM system.
Maintain forms, checklists, documents and maintain written procedures for all aspects of position.
Understand and prepare/obtain all documentation required for account maintenance, transaction processing, opening and closing. Open and close accounts according to established procedures.
Manage asset transfer process to and from other organizations.
Prepare account administrative reviews for PCA approval by required deadline. Be able to recognize exceptions and work with PCA to resolve them.
Communicate directly with clients and their advisors on basic transactional issues, both verbally and in written form.
Handle client requests according to established procedures - deposits, transfers, distributions, reporting, address changes on Wealth Management and Bank systems. Exercise judgment with respect to required documentation for specific transactions and evaluate First American Bank's ability to act upon a request.
Work with bank partners to assure timely resolution of service or account related issues.
Prepare and/or coordinate all meeting material for assigned client meetings with PCA.
Monitor marketing materials to assure current versions are always available and handle incoming and outgoing mail distribution and overnight deliveries.
Handle all monthly newsletter and other special client mass mailings. Prepare all reports for Trust Committee or other internal meetings.
Coordinate Lifelock offering to clients
Assist in assembling presentations (financial planning, prospect meetings, etc).
Other projects and duties as assigned by PCA, Senior Associate or management.
QUALIFICATIONS:
High School degree or equivalent.
College degree in business or related field a plus.
One to three years of financial services/banking industry experience required.
Excellent written and verbal communication skills are required.
Must be detail oriented and have strong organizational skills and the ability to meet deadlines.
Must have good working knowledge of Microsoft Office programs and ability to quickly adapt to other programs (i.e. banking specific).
Must be proficient in mail merges and data extraction from various systems.
Occasional travel to various branch locations may be required.
Typical hours are Monday-Friday 8:00am-5:00pm. Occasionally, additional hours may be required as workload dictates.
First American Bank is an Equal Opportunity Employer (Minorities/Females/Disabled/Veterans).
DUTIES & RESPONSIBILITIES:
Set up and monitor all critical dates and deadlines with respect to assigned accounts and initiate appropriate action.
Maintain electronic imaged files (Synergy).
Input-maintain CRM system.
Maintain forms, checklists, documents and maintain written procedures for all aspects of position.
Understand and prepare/obtain all documentation required for account maintenance, transaction processing, opening and closing. Open and close accounts according to established procedures.
Manage asset transfer process to and from other organizations.
Prepare account administrative reviews for PCA approval by required deadline. Be able to recognize exceptions and work with PCA to resolve them.
Communicate directly with clients and their advisors on basic transactional issues, both verbally and in written form.
Handle client requests according to established procedures - deposits, transfers, distributions, reporting, address changes on Wealth Management and Bank systems. Exercise judgment with respect to required documentation for specific transactions and evaluate First American Bank's ability to act upon a request.
Work with bank partners to assure timely resolution of service or account related issues.
Prepare and/or coordinate all meeting material for assigned client meetings with PCA.
Monitor marketing materials to assure current versions are always available and handle incoming and outgoing mail distribution and overnight deliveries.
Handle all monthly newsletter and other special client mass mailings. Prepare all reports for Trust Committee or other internal meetings.
Coordinate Lifelock offering to clients
Assist in assembling presentations (financial planning, prospect meetings, etc).
Other projects and duties as assigned by PCA, Senior Associate or management.
QUALIFICATIONS:
High School degree or equivalent.
College degree in business or related field a plus.
One to three years of financial services/banking industry experience required.
Excellent written and verbal communication skills are required.
Must be detail oriented and have strong organizational skills and the ability to meet deadlines.
Must have good working knowledge of Microsoft Office programs and ability to quickly adapt to other programs (i.e. banking specific).
Must be proficient in mail merges and data extraction from various systems.
Occasional travel to various branch locations may be required.
Typical hours are Monday-Friday 8:00am-5:00pm. Occasionally, additional hours may be required as workload dictates.
First American Bank is an Equal Opportunity Employer (Minorities/Females/Disabled/Veterans).
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