Private Banking Assistant

Assist a Bank Manager by handling phone calls and emails.

Quick Stats

Salary Range
$23,000 – $42,000

Data from U.S. Department of Labor

What do Private Banking Assistants do?

Becoming a Private Banking Assistant gives you the opportunity to work in a fast-paced environment. In this position, you are the right hand to Bank Managers and other administrative staff at a private banking facility. That means you’re expected to produce quality work that matches the vision and professionalism of your bosses.

This job has a high degree of responsibility. Not only are Private Banking Assistants in charge of answering the phone, forwarding calls, taking messages, and answering questions, they also handle most of the correspondence coming in and leaving the office. That means filtering mail and emails, forwarding them to the appropriate party, and replying as needed.

Your bosses rely on you to keep them organized. As a Private Banking Assistant, you’re in charge of the calendar. You keep track of lunch gatherings, staff meetings, appointments, employee evaluations, interviews, and conference calls. You also send reminders to keep them on schedule, and prepare any paperwork and presentation materials in anticipation of meetings and industry conventions.

Being a Private Banking Assistant means that you do whatever the boss asks of you (within reason). That might mean delivering coffee or coordinating travel arrangements for twenty. And that’s fine with you because you love to keep busy. So you keep the coffee at the ready as you speed dial the Travel Agent, reserve a few rental cars, and book a group of hotel rooms online.

Should I be a Private Banking Assistant?

You should have a high school degree or higher and share these traits:
  • Detail Oriented: You pay close attention to all the little details.
  • Team Player: You're able to listen, communicate, and work with tons of different people.
  • Levelheaded: You hold your emotions in check, even in tough situations.

  • Also known as: Banking Services Clerk, Consumer Banker, Personal Banking Assistant, Retail Banker, Universal Banker

    How to Become a
    Private Banking Assistant

    Most Private Banking Assistants have no higher education and get on-the-job training. Think about earning a Certificate or Associate's degree to increase your competitiveness in the field. Chart?chd=s:9ucaaa&chl=no+college+%2873%25%29|certificate+%2824%25%29|associate%27s+%283%25%29|||&cht=p3&chs=466x180&chxr=0,73,73
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