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GENERAL FUNCTION: Provides comprehensive office management support for registered securities representatives in the Private Bank (e.g. Private Bank Investment Executives or Wealth Management Advisors). Interacts directly with the client and builds effective relationships with the Private Bank team to enhance the client experience.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating
concerns, and personally following policies and procedures as defined. Accountable for always
doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a
positive customer experience. While operating within the Bank's risk appetite, achieves results
by consistently identifying, assessing, managing, monitoring, and reporting ri...