Wealth Operations Assistant - Part-time

Metropolitan Capital Bank & Trust; Chicago (IL); On-site; USD 80,000 - 100,000; Part time

Job summary

Metropolitan Capital Bank & Trust is seeking a part-time Wealth Operations Assistant. The role involves supporting the Wealth Management team through administrative tasks, client account management, and customer service. Ideal candidates will have an associate degree and prior administrative experience, demonstrating strong teamwork and accuracy under pressure.

Benefits

Unlimited vacation program

401(k) plan with generous match

Flexible spending accounts

Paid time off for maternity and paternity leave

Education assistance

Qualifications

• 2-4 years office/administrative or paralegal experience, preferably in a bank environment.
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications.

Responsibilities

• Provide general administration and support to the Wealth Advisor(s) and management.
• Use online deposit and trust systems to manage client information.
• Process daily transactions for Wealth and Personal Trust clients.

Skills

Customer service

Office administration

Proficient in Microsoft Office

Education

Associate Degree

Job description

At Metropolitan Capital, our first priority is our people. We view the development and well-being of our team members as our responsibility and work continuously to foster a dynamic and rewarding work environment. We remain committed to attracting and retaining top-tier talent in our organization and invite you to learn more about Our People .

Our Culture

Culture speaks louder than words. We choose to be an inclusive, collaborative organization that allows every voice to be heard, where team membersand clients know they are respected and where people at every level can develop their expertise and build their careers.

Serving the Community

We see it as our duty to be stewards of the communities in which we live and work. Through the Metropolitan Capital Philanthropic Enterprise (“MCPE”) we support and engage our people to form partnerships with local nonprofits that affect positive change and create meaningful relationships within the communities we serve. Learn more about MCPE.

Company Benefits

We offer competitive, comprehensive compensation and benefits packages for our team. Team members can select the programs that best meet their individual or family needs. Benefits and programs include:

Metropolitan Capital offers a variety of healthcare insurance plans including medical, dental, and vision to each eligible team member. Eligible team members also receive life insurance, long-term disability insurance, voluntary dependent life insurance, access to an Employee Assistance Program (EAP) and can enroll in before-tax flexible spending accounts.

Our 401(k) plan is offered through Nationwide and provides a wide variety of investment alternatives. We also provide a generous match contribution to your 401(k) to help you plan for your retirement. Finally, each team member may be eligible for restricted stock and stock options as a part of our performance bonus program.

Time Off

Metropolitan Capital recognizes the importance of time off and is proud to offer all eligible team members an unlimited vacation program, 10 paid sick days, 11 paid holidays and paid time off for bereavement. We also have paid maternity and paternity leave programs.

In addition to providing our team with healthcare and insurance, financial wellness, and paid time off programs, Metropolitan Capital also provides a number of other benefits to foster happy, healthy lives inside and outside of the workplace. Some of these perks include: telecommuting, remote, and hybrid work schedules; a stocked kitchen with healthy snacks; paid lunch meals for those in the office; education assistance, service awards, banking services, and donation matching.

Location: Chicago, IL

Job Id:231

# of Openings:1

Our Company

Metropolitan Capital is a Universal Bank offering Private Banking & Wealth Advisory, Commercial Banking and Investment Banking services. Using a creative and customized process, we deliver highly integrated solutions for high-net-worth individuals, family offices and the small to medium-sized businesses that they own and operate.

Position: Wealth Operations Assistant – Part-time (Monday thru Friday 9:30AM to 3PM)

Job Overview

The Wealth Operations Assistant is responsible for providing support to the Wealth Management team and their clients. This support includes daily coordination, account administration and customer service for investment management clients, trust clients and beneficiaries.

Responsibilities

• Provide general administration and support to the Wealth Advisor(s) and management. Administrative support may include scheduling, correspondence, reporting and other projects as assigned. Sales support may include monitoring and updating internal systems, reporting, and preparing client materials, as necessary.
• Use online deposit and trust systems to obtain vital client information to include but not limited to opening and closing accounts, overseeing account distribution, documentation of discretionary payments and account reviews, and cash processing (bill payment, ACH, wires, etc.) as well as performing various other service requests.
• Provide day-to-date customer service and process daily transactions for Wealth and Personal Trust clients as requested.
• Work with Wealth Advisor(s) and management to ensure all account activity and administration follows established Bank policies, procedures, business strategy as well as applicable regulatory guidelines.

Requirements

• Associate Degreeor equivalent combination of education and experience.
• 2-4 years office/administrative or paralegal experience, preferably in a bank environment.
• Proven ability to work accurately under pressure and meet strict deadlines.
• Professionalism and courtesy in dealing with customers and bank employees.
• Must work well in a team-oriented environment.
• Takes initiative and effectively works with little direction or oversight.
• High degree of accuracy required.
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications such as Word, Excel, and PowerPoint.