Private Banking Administrator 1

Location: hirify.global Center, New Orleans, Louisiana, United States

Company

hirify.global provides private wealth management and banking services supported by private banking teams.

What you will do

• Provide administrative and operational support to private bankers and deliver customer service to private wealth management clients.
• Handle account inquiries, transaction requests, account maintenance, and new deposit account openings.
• Prepare loan packages, coordinate approvals and closings, review documentation, and work with attorneys and internal teams.
• Coordinate appraisals, title commitments, insurance, payoffs, and other loan-closing requirements.
• Monitor loan and deposit portfolios through monthly reports covering overdrafts, delinquencies, maturities, past dues, and exceptions.
• Support certified financial plans, relationship management, product cross-selling, and private banking meetings.

Requirements

• High school diploma or equivalent required; a bachelor’s degree is preferred.
• 3–5 years of experience or training in financial services, or an equivalent combination of education and experience.
• Commercial or consumer lending experience in a client support function is preferred.
• NMLS registration under the SAFE Act of 2008 is required within 12 months of hire.
• Ability to work under stress, meet deadlines, interpret documents, operate related equipment, and travel when required.

Culture & Benefits

• Full-time position supporting private wealth management clients and banking professionals.
• Work includes collaboration with bankers, attorneys, credit teams, planning teams, and other internal departments.
• No supervisory responsibilities.
• Physical requirements may include lifting or carrying approximately 10 pounds when required, subject to reasonable accommodation.