at City National Bank in Chicago, Illinois, United States
Job Description
DMINISTRATIVE SPECIALIST SENIOR
WHAT IS THE OPPORTUNITY?
Will assist with the Portfolio Management team’s service delivery processes and provide outstanding client service. Assist the Portfolio Management team in solving client and advisor issues as it relates to operational and logistical inquires. Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services.
Responsibilities:
+ Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books;
+ Distribute Investment Policy statements and Re-allocation Letters;
+ Schedule PM client review meetings and assists in preparation of materials for meeting;
+ Create and submit expense reports in a timely manner;
+ Answer phones and queries from clients;
+ Assist with Salesforce entries, leveraging Salesforce to put together client meeting calendar for PM
+ Set up and clean up for in-office meetings; assists with video conference equipments and coordination.
+ Collaborate with Office Operations and Management team to facilitate new colleague onboarding, assist with team/office events, general facilities issues and office operations projects.
Wealth Management Division: City National Rochdale
As a member of City National Rochdale, the company’s Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.
WHAT DO YOU NEED TO SUCCEED
Must-Have*
+ H.S. Diploma
+ 4 years in an administrative capacity
+ 2 year basic computer experience required (eg. Microsoft Word, Excel, Outlook, and Powerpoint
Skills and Knowledge
+ Excellent verbal and written communication skills.
+ Ability to effectively communicate with all levels of Bank personnel and customers.
+ Ability to use computer and various software programs including MS Office applications such as Word, Excel, PowerPoint, etc.
+ Strong interpersonal and organizational skills with the ability to manage multiple priorities.
+ Ability to pay close attention to detail.
Compensation
Starting base salary: $24.46 – $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
To be considered for this position you must meet at least these basic qualifications**
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf) .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we’ve always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
Equal Opportunity Employer Minorities/Women/Protected Veterans/DisabledWealth Management
