Private Banking Assistant Jobs
By Banco Sabadell, Miami Branch At Miami, FL, United States
• Minimum 2-5 years of related experience or training.
• Assist Private Bankers in the update of account documentation for existing accounts.
• Prepare documentation for account openings and investment portfolios following the established compliance guidelines.
• Execute orders received by telephone calls, faxes, email, or mail.
• An Associate's, Bachelor’s degree or a four-year degree or equivalent.
• Ability to speak, write and read English and Spanish fluently (required)
Executive Administrative Assistant - Middle Market Banking & Specialized Industries
By JPMorgan Chase & Co. At Indianapolis, IN, United States
Required Qualifications, Capabilities And Skills
Effective travel planning skills and knowledge
Strong organizational skills and ability to work independently in a demanding, changing environment
Effective interpersonal skills and excellent communication - confident, organized, and clear
3+ years of administrative support experience with background in a client facing sales and financial services environment
Commitment to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem solving skills

Are you looking for an exciting opportunity to join a dynamic team in the banking industry? We are seeking an Administrative Banking Assistant to provide administrative support to our banking team. You will be responsible for maintaining records, preparing reports, and assisting with customer service. If you are an organized, detail-oriented professional with excellent communication skills, this could be the perfect job for you!

Overview Administrative Banking Assistants provide administrative support to banking staff and customers. They are responsible for a variety of tasks, including data entry, customer service, and financial record keeping. They may also be responsible for assisting with loan applications and other banking activities. Detailed Job Description Administrative Banking Assistants are responsible for providing administrative support to banking staff and customers. This includes data entry, customer service, and financial record keeping. They may also be responsible for assisting with loan applications and other banking activities. They must be able to accurately enter data into the banking system, answer customer inquiries, and maintain accurate financial records. Additionally, they must be able to work with customers to ensure that their banking needs are met. Job Skills Required
• Excellent customer service skills
• Strong organizational and time management skills
• Ability to work independently and as part of a team
• Proficient in Microsoft Office Suite
• Knowledge of banking regulations and procedures
• Knowledge of financial record keeping
• Ability to maintain confidentiality
Job Qualifications
• High school diploma or equivalent
• Previous experience in a banking or administrative role
• Knowledge of banking regulations and procedures
• Ability to work independently and as part of a team
• Excellent customer service skills
• Proficient in Microsoft Office Suite
Job Knowledge
• Knowledge of banking regulations and procedures
• Knowledge of financial record keeping
• Knowledge of customer service principles
• Knowledge of data entry and record keeping
Job Experience
• Previous experience in a banking or administrative role
• Experience in customer service
• Experience in data entry and record keeping
Job Responsibilities
• Enter data into the banking system accurately
• Answer customer inquiries
• Maintain accurate financial records
• Assist with loan applications and other banking activities
• Work with customers to ensure their banking needs are met
• Assist banking staff with administrative tasks
• Ensure compliance with banking regulations and procedures