Job Description

First Merchants Bank is seeking a Private Wealth Operations Associate to join our team! This position will process all back-office tasks and requests needed to serve our Private Wealth Advisor (PWA) clients. Research, gather required information and work with Managed Services to ensure their tasks are completed accurately and in a timely manner.
As Part Of This Role You Will
Manage, process, and validate workflow requests from front and middle office teams.
Research and gather information needed and/or required by Managed Services or internal employees.
Reconcile internal checking accounts, conduct daily balancing of Private Wealth work and settlement processing with vendor.
Complete, review, manage, and validate transfer paperwork. Reach out to transfer vendor to obtain additional information as necessary.
Oversee and process the recurring and one-time bill payments for clients.
Validate and process wires, local checks, and internal transfers.
Manage required and requested compliance reporting..
Manage non-marketable securities (dividends, maintenance, etc.).
Complete shadow posting for non-custody assets & real property.
Assist clients with online access and utilization.
Provide vault management both locally and for Private Wealth’s other locations.
Mail fee invoices and calculate any manual fees.
In order to be successful in this position, we require the following:
High school diploma or equivalent (GED).
A minimum of two (2) years of private wealth, banking, accounting, administrative or related experience.
The Following Would Be a Plus
Customer Service.
Innotrust Experience.
First Merchants Offers The Following
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A Little About Us
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision Is
To enhance the financial wellness of the diverse communities we serve.
Our Mission Is
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!

Job Tags

Local area, Flexible hours,

Similar Jobs

Furry Fellas Pet Service LLC

Providence AM & PM Cat Sitter Job at Furry Fellas Pet Service LLC

...You love animals/cats. Your free time is spent volunteering or being... ..., own a smart phone, can work well independently and have good... ...love to learn & are looking to be part of something bigger and to make... ...cats and other small animals), in home dog boarding and overnight pet...

zTrip KLD

Luxury Personal Driver Job at zTrip KLD

...Luxury Personal Driver: Join the Transportation Revolution Now Hiring Luxury Personal Driver! Are you a courteous driver who loves delivering great service? We're looking for Luxury Personal Drivers to join our team. You'll provide safe, reliable, and high-end transportation...

QTI Management Services, Inc.

Food Production Associate - Nights Job at QTI Management Services, Inc.

...food production company is available on night shift! The ideal candidate will have prior food... ...hour Weekend Premium: $2.25 per hour Time Based Premium: 6pm-6am: $3.00 per hour... ...Ability to stand, bend, reach, and stoop for full work shift Ability to understand and...

Senior Helpers - Spokane

Nine Mile Falls In-Home Private Caregiver Job at Senior Helpers - Spokane

Senior Helpers is looking for a EXPERIENCED FEMALE CAREGIVER that is able to fill12hr shifts overnight for a female client located in Nine Mile Falls. DEMENTIA EXPERIENCE REQUIREDWe offer a bonus of $1,000 after requirements are met!$20 TRAVEL BONUS included for...

Honeywell

Advanced Mechanical Design Engineer - Heat Exchanger Job at Honeywell

You will report directly to our Engineering Manager and you'll work out of our Phoenix, Arizona... ....Key Responsibilities+ Lead the design and development of tubular Compact Heat... ...reliability.+ Design and develop advanced mechanical systems and components for various applications...

Private Wealth Operations Associate Job at First Merchants Corporation, Muncie, IN

WFQyNWNPWVRqVEd6ejJERXJpRVBuai94d1E9PQ==