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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, elevatingconcerns, and personally following policies and procedures as defined. Accountable for alwaysdoing the right thing for customers and colleagues, and ensures that actions and behaviors drive apositive customer experience. While operating within the Bank's risk appetite, achieves resultsby consistently identifying, assessing, managing, monitoring, and reporting risks of all ty...