BROWN BROTHERS HARRIMAN Admin Assistant- Private Banking Salary in the United States

Join us as an Administrative Assistant in our National Trust Company!

We are seeking an Administrative Assistant in our National Trust Company within PWM in the Charlotte office.  In this role, you will perform duties as Administrative Assistant to three Senior Trust Officers and three Junior Trust Officer/Trust Administrators in addition to various shared departmental administrative responsibilities.  To excel in this role, you should be a master at multi-tasking in a fast paced environment, have a keen eye for detail, and take initiative. This is the ideal position to gain exposure to our Trust Company and Private Banking with the opportunity for development and growth.

Some of your key responsibilities include:

• Work on Microsoft Word documents and Excel spreadsheet Projects
• Prepare forms for distribution using Sunguard AddVantage(i.e. Funds Transfer Requests Scan)
• Entering and Maintaining Contacts as well as assist with Marketing using the CRM portal.
• Run computer generated reports from various Trust\Investment Advisory Systems
• Access various BBH mainframe systems
• Help prepare client correspondence and mailings
• Assist Trust Officers with various trust administration projects
• Review Calculations
• Travel Arrangements, T& E reports, Arranging conference calls
• Reserve conference rooms meetings and luncheons, Telephone coverage, Filing
• Follow up on outstanding projects

Qualifications:

• Minimum of 1 to 5 years experience in an administrative or client service related role
• Proficiency required in word processing and spreadsheet applications (i.e. Microsoft Suite) -- Strong Word/Excel skills
• Finance experience would be a plus, but not mandatory
• Knowledge of trust/trust products a plus
• College degree or someone currently attending college preferred
• Ability to interact and work closely with team
• Good administrative/organizational skills
• Comfort level with using computer systems for information gathering
• Professional appearance and professional telephone demeanor

#LIPOST