Job Information
Peapack-Gladstone Bank Wealth Management Systems Analyst in Bedminster, New Jersey
Description
Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients’ needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.
What makes Peapack-Gladstone Bank different from our competition? We are an institution that’s over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the sixth consecutive year, by American Banker as one of the ‘Best Bank to Work For’ across the nation. Our secret sauce in one word is our ‘culture’. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.
There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing!
Peapack Private Wealth Management division includes investment management services provided for individuals and institutions; personal trust services, including services as executor, trustee, administrator, custodian and guardian, and other financial planning, tax preparation and advisory services. Officers from the Peapack Private Wealth Management Division are available to provide wealth management, trust and investment services at the Bank’s headquarters in Bedminster, at private banking locations in Morristown, Princeton and Teaneck, New Jersey and at the Bank’s subsidiaries, PGB Trust & Investments of Delaware, in Greenville, Delaware, Murphy Capital Management, in Gladstone, New Jersey, Quadrant Capital Management in Fairfield, New Jersey and Lassus Wherley in New Providence, New Jersey and Bonita Springs, Florida.
The Peapack Private Systems Analyst, in collaboration with Peapack Private Wealth Management team members, Information Technology and Project Management Office, will be responsible for assisting the Sr. Systems/Applications Administrator on the implementation and execution of the day-to-day configuration, support, maintenance and improvement of variance Wealth management applications.
Responsibilities:
Assist the Sr. Systems Administrator with managing various projects and prioritizing tasks
Assist in training of new users on applications across Peapack Private Wealth Management
Utilize project management software to manage projects to completion
Attend meetings, take notes, and circulate agenda/meeting minutes as needed
Work with Peapack Private management team to establish suitable processes to support administrative, development and operational activities/workflows.
Liaison with the vendor, users, IT and Peapack Private management team.
External and Vendor Relationships:
Salentica Elements, Envestnet-Tamarac, E-Money Software
Qualifications:
Required:
Experience using Microsoft Office Suite (Word, Excel, PowerPoint)
Strong organization and time management skills
Ability to understand and articulate complex requirements
Excellent project management skills and a positive attitude
Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests
Must demonstrate strong verbal and written communication skills
Must demonstrate ability to communicate effectively at all levels of the organization
Ability to critically evaluate information gathered from multiple sources, reconcile conflicts and distinguish user requests from underlying true needs
College degree or equivalent required
Desired:
Knowledge of the Salentica Elements CRM platform (overlay of Salesforce)
Knowledge of Envestnet Tamarac Trading and Reporting Software
Knowledge of E-Money Financial Planning Software
Understanding of securities settlement process
A history of successfully driving projects to completion
Proven ability to design and implement new processes and facilitate user adoption.
Experience using excel for data management and analysis
Benefits
Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)