Bank of America

Private Bank Administrative Assistant

Bank of America
Boston, MA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Bank of America! We are a leading financial institution committed to providing our clients with personalized and exceptional banking services. As a Private Bank Administrative Assistant, you will be an integral part of our Private Banking team, responsible for providing administrative support to our high net-worth clients. We are seeking a highly organized and detail-oriented individual with a passion for delivering top-notch customer service. If you thrive in a fast-paced and dynamic environment and have a strong understanding of the banking industry, we encourage you to apply for this exciting opportunity.

  1. Provide administrative support to high net-worth clients, including scheduling appointments, managing correspondence, and maintaining client files.
  2. Assist with the preparation and submission of financial documents and reports.
  3. Coordinate and manage client events and meetings, including arranging logistics and ensuring all necessary materials are prepared.
  4. Serve as a liaison between clients and the Private Banking team, responding to inquiries and providing timely and accurate information.
  5. Maintain a thorough understanding of the banking industry, including products, services, and processes, in order to effectively support clients and the team.
  6. Uphold a high level of confidentiality and professionalism when handling sensitive client information.
  7. Collaborate with other team members to ensure seamless and efficient delivery of services to clients.
  8. Proactively identify and address any client needs or concerns, ensuring a positive and personalized experience.
  9. Assist with special projects and assignments as needed by the Private Banking team.
  10. Stay updated on industry trends and developments to effectively communicate relevant information to clients and the team.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications

  • Excellent Organizational Skills: The Ideal Candidate Should Be Highly Organized And Able To Manage Multiple Tasks Efficiently. This Includes Maintaining Calendars, Scheduling Appointments, And Handling Paperwork.

  • Strong Communication Skills: As A Private Bank Administrative Assistant, You Will Be Interacting With Clients, Colleagues, And Senior Management. Therefore, Effective Verbal And Written Communication Skills Are Essential.

  • Attention To Detail: The Private Bank Administrative Assistant Will Be Responsible For Handling Sensitive Financial Information And Documents. It Is Crucial To Have A Keen Eye For Detail To Ensure Accuracy In All Tasks.

  • Proficient In Microsoft Office: The Role Requires Proficiency In Microsoft Office Applications, Especially Word, Excel, And Powerpoint. The Candidate Should Be Able To Create And Edit Documents, Spreadsheets, And Presentations.

  • Prior Banking Or Financial Services Experience: While Not Mandatory, Having Previous Experience Working In A Bank Or Financial Services Industry Is Highly Desirable. This Will Give The Candidate A Better Understanding Of The Industry And The Specific Needs Of Private Banking Clients.

Required Skills

  • Data Entry

  • Communication

  • Time Management

  • Microsoft Office

  • Multitasking

  • Attention to detail

  • customer service

  • Report Writing

  • Record keeping

  • Organization

  • Financial acumen

  • Confidential

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Bank Administrative Assistant in Boston, MA, USA is between $43,000 to $65,000 per year. However, this can vary depending on the specific company, level of experience, and other factors.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 12th, 2024
Apply BeforeMay 22nd, 2025
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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