Title: Private Banking Assistant
Location: Boston - Downtown
Job Description: Position supports two to three sales professionals in administrative and sales support role.
Candidate will provide excellent client service via phone and email contact with high net worth
clients. Account opening and processing of financial transactions required. Position requires
ability to work under pressure with a high degree of accuracy.
Roles and Responsibilities:
•Interact with clients via telephone and email to research and resolve account inquiries and provide appropriate follow through. Required to be flexible and have good organizational and planning skills
•Interact with internal departments and areas, build support and resolve complex issues and problems
•Prepare account documentation for accuracy and completeness.
•Prepare and edit sales proposals and client letters.
•Position includes managing calendar updates, scheduling and confirming meetings and maintaining client and general files.
•Provide support via Microsoft office including word, excel, access database, mass mailings.
•Work on various projects as needed.
Qualifications:
All Boston Private Bank & Trust Company employees are expected to adhere to the following competencies:
Core Competencies:
•Client Focus - Dedicated to meeting the needs of internal and external clients; listens effectively and establishes and maintains relationships and gains client’s trust and respect.
•Ethics, Integrity and Trust - Considers ethical issues before decisions are made and seeks to
achieve results that are in the best interest of the Bank.
•Ownership, Accountability, Responsibility and Compliance - Takes ownership of tasks, projects, and relationships and follows through on obligations and promises.
•Self Development and Learning - Personally committed to learning and actively works to continuously develop professionally.
•Teamwork and Collaboration -Works collaboratively; finds common ground and solves problems for the good of all and can represent his/her own interests and yet be fair to the team.
Individual Contributor Competencies:
•Decision Making and Problem Solving -Makes decisions in a timely manner, uses a mixture of analysis, experience and judgment to solve difficult problems with effective solutions.
•Informing and Communicating - Proactively communicates information to colleagues up, down and across the organization, provides updates on projects, tasks and potential roadblocks.
•Planning - Accurately scopes out length and difficulty of tasks and projects and sets objectives and goals
•Time Management - Uses his/her time effectively and efficiently; values time; concentrates his/her efforts on important priorities and completes tasks and/or projects on time.
Qualifications:
•Competency in all Microsoft Office software
•Excellent organizational and multi-tasking abilities
•Excellent interpersonal and communication skills
•BS/BA degree preferred – not required
•2-3 years retail banking experience required
Submitting Your Resume:
For immediate consideration, please email your resume to: careers@bostonprivatebank.com.
If you prefer, you may send or fax your resume to:
Human Resources
Boston Private Bank & Trust Company
Ten Post Office Square
Boston, MA 02109
Fax: 617-912-4552
Resume Format:
You may submit an electronic version of your resume as an MS Word Document or cut & paste the text into the body of an email. Please do not use italics or small fonts as all resumes will be electronically scanned.
Boston Private Bank & Trust Company is an Equal Opportunity Employer.
