Private Bank Associate - Administrative

Bank of America; Florida; On-site; USD 48,000 - 60,000; Full time

Job summary

Bank of America is seeking an Administrative Assistant to support the Private Bank Client Management Executive in Florida. The role includes handling client inquiries, account openings, asset transfers, and coordinating with specialists to deliver seamless service.

Ideal candidates have 1 year in financial services, strong organizational skills, and a background in business, finance, or economics. In-office engagement and cross-functional collaboration are expected.

Qualifications

• 1 year of experience with a financial institution focusing on client service, sales and administrative experience
• High net worth client service and sales experience desired
• BS/BA degree in Business, Finance or Economics desired

Responsibilities

• Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products
• Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centres to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
• Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
• Supports management with administrative tasks, including but not limited to: calendar management, coordinating travel arrangements, processing expenses, organising meetings, and managing different and conflicting administrative objectives, projects or activities in a responsive and personable manner.

Skills

Account Management

Attention to Detail

Collaboration

Recording/Organising Information

Written Communications

Active Listening

Adaptability

Customer and Client Focus

Issue Management

Prioritisation

Critical Thinking

Customer Experience Improvement

Decision Making

Pipeline Management

Education

High School Diploma

BS/BA in Business/Finance/Economics

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for supporting all client needs, including discussions and/or activities, and providing diverse and confidential administrative support to the Client Management Executive. Key responsibilities include monitoring and executing tasks required to fulfill the client service plan and meet day-to-day inquiries from the client and supporting management and team with a variety of administrative duties. Job expectations include managing the execution of client service activities such as initiating and monitoring account opening and asset transfers, handling client inquiries, and coordinating with specialists and service centres to deliver an integrated service experience to the client; and managing administrative objectives, projects and/or activities in a responsive and personable manner, in support of leadership.

Responsibilities:

• Supports and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of client needs and expectations across all products


• Partners with their team to coordinate with specialists, including trust, family office, investments, and custody officers, as well as centralized service centres to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner


• Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios


• Supports management with administrative tasks, including but not limited to: calendar management, coordinating travel arrangements, processing expenses, organising meetings, and managing different and conflicting administrative objectives, projects or activities in a responsive and personable manner.

Qualifications:

• Minimum of 1 year of experience with a financial institution focusing on client service, sales and administrative experience


• High net worth client service and sales experience desired


• BS/BA degree in Business, Finance or Economics desired

Skills:

• Account Management


• Attention to Detail


• Collaboration


• Recording/Organising Information


• Written Communications


• Active Listening


• Adaptability


• Customer and Client Focus


• Issue Management


• Prioritisation


• Critical Thinking


• Customer Experience Improvement


• Decision Making


• Pipeline Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40