Business Analyst - Wealth Leadership Support & Operations

First Citizens Bank -
Raleigh, NC

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Job Details

Full-time
1 day ago

Qualifications

Optimizing workflow processes
Project team coordination
Meeting minutes
Office supply management
Project reporting
Employee onboarding
Records maintenance
Microsoft Excel
Office activity coordination
Client onboarding
Microsoft Outlook
Business travel arrangements
Event catering coordination
Customer service
Operations coordination planning
Business analysis
Performance Reporting
Process improvement
Executive administrative support
Team scheduling
Mail distribution
Mid-level
3 years
Data summary reports
High school diploma or GED
Bachelor's degree
Bank experience
Mail management
IT support
Vendor relationship management

Full Job Description

Overview:

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.

The Business Analyst provides operational, administrative, and reporting support to Wealth Management leadership and business teams. This role serves as a key coordinator for leadership activities, business operations, events, onboarding, reporting, and communications. The position helps ensure efficient execution of departmental initiatives through organization, collaboration, project coordination, reporting support, and process management. The ideal candidate is highly organized, detail-oriented, and capable of managing multiple priorities while supporting a fast-paced Wealth Managment leadership team.

#LI-MP1

Responsibilities:

Leadership & Business Support

Supports Wealth Management leadership through meeting coordination, agenda preparation, note-taking, action item tracking, and follow-up activities.
Prepares presentations, reports, and communication materials for leadership meetings, team calls, and business reviews.
Provides administrative and operational support, including calendar coordination, meeting scheduling, travel arrangements, and logistical planning.
Serves as a liaison across business teams to facilitate communication, information sharing, and execution of key initiatives.
Maintains department trackers, documentation, and shared resources to support ongoing business operations.

Operational Coordination

Supports day-to-day business operations by responding to requests, coordinating activities, and identifying opportunities to improve processes and efficiencies.
Coordinates office administration activities including facilities requests, vendor management, supplies, mail distribution, and workplace communications.
Oversees management of client meeting and conference spaces, ensuring readiness for meetings and events.
Assists with technology and facilities coordination to support associates and business operations.

Event Planning & Execution

Coordinates internal and external meetings, client events, leadership events, and business functions.
Manages event logistics including venue coordination, catering, attendee tracking, invitations, conference room reservations, and audiovisual setup.
Maintains event calendars, attendance records, and supporting documentation.
Partners with internal stakeholders and external vendors to ensure successful event execution.

Onboarding & Associate Support

Coordinates onboarding activities for new associates, including requisition support, workspace preparation, equipment and access requests, and orientation planning.
Maintains onboarding documentation and checklists to ensure a consistent associate experience.
Serves as a resource for new team members and assists with training and onboarding activities as needed.

Reporting & Business Administration

Maintains operational reports, trackers, and business records to support leadership decision-making and departmental objectives.
Coordinates recurring business reporting activities, including data collection, verification, updates, and distribution.
Supports compensation, client onboarding, referral tracking, account maintenance, and other business administration processes.
Prepares summaries, updates, and presentation materials for leadership review and business planning purposes.

Qualifications:

Bachelor's Degree and 3 years of experience in System Support or Analytics OR High School Diploma or GED and 7 years of experience in System Support or Analytics

Preferred Skills:

Strong organizational and project coordination skills.
Experience supporting executives, business leaders, or senior management teams within the financial services industry.
Exceptional attention to detail and follow-through.
Ability to manage multiple priorities and deadlines simultaneously.
Strong written and verbal communication skills.
Proficiency with Microsoft Office applications, particularly Outlook, Excel, PowerPoint, and Teams.
Ability to work independently while collaborating effectively across teams.
Strong customer service and relationship management skills.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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Leadership & Business Support

Operational Coordination

Event Planning & Execution

Onboarding & Associate Support

Reporting & Business Administration

Preferred Skills:

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