Description

Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, while intimately focusing on each client’s unique circumstances.

As the Personal Financial Management Assistant (PFMA), you will be responsible for administrative and clerical support to the Personal Financial Management Advisors and the department. The department handles all personal bill paying and concierge Family Office services to high net worth and/or ultra-high net worth clients. The PFMA is responsible for handling confidential and time sensitive material that includes tasks such as monitoring client correspondence (emails and mail), downloading and preparing bills for payment, and record maintenance. Position requires excellent organizational skills, and the ability to handle multiple tasks simultaneously. Execute routine tasks, such as filing, scanning, and sorting mail.

Primary Responsibilities

• Review daily alerts and forward to the appropriate advisor.

• Review and scan incoming mail and place in appropriate client folder.

• Verification of all invoices received for each client.

• Prepare each client for bill pay services by downloading invoices.

• Dropping all completed documents, and folders into our retention software SAFE.

• Contact vendors directly for questions or billing disputes.

• Take direction from Advisors for assistance in problem solving.

• Manage Outlook calendar for payment schedules.

• Download client credit card activity in QuickBooks.

• Filing, data entry.

• Ordering of supplies/equipment.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Must possess and display excellent organizational and communication skills.

• Ability to convey information and keep Advisors informed in a focused and concise manner.

• Need to have the ability to multi-task and handle competing priorities.

• Strong attention to detail.

• Heavy follow-up and monitoring of time sensitive issues.

• Solid math skills, Excel, Outlook and QuickBooks. On-line banking experience preferred.

• The ability to work with minimal supervision as well as a team player.

• 2+years of accounts payable/bookkeeping/clerical experience preferred

• Associate or greater degree preferred

Hours & Work Schedule

• Hours per Week: 40 (Some overtime may be required)

• Work Schedule: M-F (8:30 AM-5:30 PM)

Pay Transparency

The salary range for this position is $27-$31 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.