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Private Banker Assistant Jobs in Michigan (NOW HIRING)

Fifth Third

Trust Tax Accountant

Grand Rapids, MI

The primary role of the Private Bank Tax Services Accountant is fiduciary tax compliance. The ... Serve as tax support to trust officers and assistants in the Investment Advisors division to meet ...

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How much do private banker assistant jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for private banker assistant in Michigan is $30.83, according to ZipRecruiter salary data. Most workers in this role earn between $16.04 and $39.26 per hour, depending on experience, location, and employer.

What does a private banker assistant do?

A Private Banker Assistant supports private bankers in managing and servicing high-net-worth clients. Their responsibilities often include preparing client documents, managing appointments, handling account inquiries, coordinating transactions, and ensuring compliance with banking regulations. They play a key role in maintaining strong client relationships by delivering excellent customer service and supporting clients’ financial needs. The role requires strong organizational, communication, and problem-solving skills. Private Banker Assistants help streamline operations so private bankers can focus on client development and financial strategy.

What skills and qualifications are needed to be a private banker assistant?

To thrive as a Private Banker Assistant, you need a solid grasp of financial products, client account management, and administrative support, often backed by a degree in finance or a related field. Familiarity with banking software, CRM systems, and regulatory compliance tools is typically required. Exceptional organizational skills, attention to detail, and strong interpersonal communication help you effectively support both bankers and clients. These competencies are crucial for delivering seamless service, maintaining client trust, and ensuring accurate execution of financial transactions.

How does a private banker assistant support client relationship management?

A Private Banker Assistant plays a vital role in supporting relationship managers by handling client inquiries, preparing account documentation, and ensuring smooth execution of daily banking transactions. They often act as the first point of contact for clients, helping to resolve issues promptly and professionally. Additionally, they coordinate with various departments such as compliance, operations, and investment teams to facilitate seamless client service, which helps strengthen client trust and satisfaction. This collaborative environment offers valuable exposure to wealth management practices and can serve as a stepping stone to more senior roles within private banking.

What is the difference between Private Banker Assistant vs Financial Advisor?

AspectPrivate Banker AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 7 or 66 are commonRequires a bachelor's degree; certifications such as CFP, Series 7, or Series 66 are often necessary
Work EnvironmentSupports private banking teams in banks or financial institutions, assisting with client serviceWorks directly with clients to develop financial plans and investment strategies
Employer & IndustryFinancial institutions, private banksFinancial advisory firms, banks, independent practices

While both roles support financial services, a Private Banker Assistant primarily assists private banking teams with client support, whereas a Financial Advisor works directly with clients to create personalized financial plans. The roles share similar credentials and work environments but differ in client interaction and responsibilities.

How much do you make as a private banker assistant?

Private banker assistants typically earn between $40,000 and $70,000 annually, depending on experience, location, and the financial institution. Compensation may include bonuses and benefits, and the role often requires strong customer service and financial knowledge.

What are the most commonly searched types of Private Banker jobs in Michigan?

The most popular types of Private Banker jobs in Michigan are:

What are popular job titles related to Private Banker Assistant jobs in Michigan?

For Private Banker Assistant jobs in Michigan, the most frequently searched job titles are:

What job categories do people searching Private Banker Assistant jobs in Michigan look for?

The top searched job categories for Private Banker Assistant jobs in Michigan are:

What cities in Michigan are hiring for Private Banker Assistant jobs?

Cities in Michigan with the most Private Banker Assistant job openings:

Private Banker Assistant jobs near you
Infographic showing various Private Banker Assistant job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 2% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $64,124 per year, or $30.8 per hour.

Wealth Management Administrative Assistant

Tecumseh, MI • On-site

County National Bank
Commercial Banking • 51 - 200 employees

9.1

Company rating: 9.1 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

6th of 173 rated banks

Great coworkers

People enjoy working here

Good employer

Learn more about County National Bankexternal

$17.75 - $23.75/hr

Full-time

Posted 26 days ago

Job description

Company Overview

County National Bank was founded in 1934 as a community bank and we continue to be committed to serving the communities of southern Michigan. With 13 full-service branches and several other financial services offices, our decisions are made by local associates and board members who have a vested interest in the communities we service. Our mission is to sustain a deep commitment to our community and our tradition of banking excellence.

Our associates are our greatest asset; they are committed to building lasting relationships with clients and coworkers. When you join CNB, you will become a part of a legacy that supports the success of our associates and our communities. If you are looking for a career with purpose and a team that values friendly and knowledgeable service, we encourage you to apply.

Job Summary

The Wealth Management Assistant provides comprehensive administrative and operational support to the Wealth Management team. This role is responsible for processing client account documentation, maintaining accurate account records, and supporting the daily operations of the department. The Wealth Management Assistant coordinates with clients, internal staff, and external partners to ensure timely and accurate completion of account-related activities. The position is committed to delivering exceptional client service while maintaining confidentiality, regulatory compliance, and operational excellence.

Key Responsibilities

  • Answers phones and greet clients in a professional and courteous manner.
  • Maintains client information in the department's CRM system.
  • Utilizes dual control procedures to enter or approve trades as authorized.
  • Creates and submits client distributions after obtaining appropriate officer approval.
  • Opens new accounts in Trust Accounting platforms.
  • Prepares, scans, reviews, and retains client correspondence and documentation in Director.
  • Opens, sorts, and distributes incoming mail.
  • Maintains knowledge of the bank's products and services.
  • Provides administrative support to Trust and Wealth Management Officers, including coordinating client appointments, preparing correspondence, filing, retrieving information, and other support as needed.
  • Assists the Private Banker Officer with client requests and account research.
  • Completes Customer Identification Program (CIP) requirements and establishes new account files.
  • Assists with the preparation of tax documents, coordinates with accountants, and processes returned tax information.
  • Tracks account returns, tax refunds, and tax payments using Excel spreadsheets.
  • Communicates regularly with Wealth Management staff, other bank employees, clients, attorneys, accountants, court personnel, and multi-trust clients.
  • Maintains the confidentiality of client information.
  • Complies with all regulatory requirements, including the Bank Secrecy Act and other position-specific regulations.
  • Completes required training and continuing education.
  • Maintains regular and punctual attendance.
  • Performs other duties as assigned.

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