Community Client Services

4 weeks ago

West Lebanon NH, United States Boston Group Executive Offices Full time

Management Recruiters International (MRI) is the world’s largest executive search and recruitment organization with a global network of offices and recruiting professionals.  Founded in 1966 and consisting of five offices across New England, The Boston Group is one of MRI’s oldest, largest and most highly acclaimed members.
 
Our client is a community bank in New Hampshire was established to provide its communities with a choice.  You get more than just Bankers with knowledge, expertise and local decision-making capabilities, but a true partnership. Every member of our team is part of the community, providing us with the additional insight to develop personalized solutions for each client.


The Client Administrator I within the wealth management team, is responsible for comprehensive administrative support for one or more Financial Advisors.  Responsibilities include preparing correspondence in final form, maintaining files/records and transaction history, and conducting special projects as assigned.  Responsible for generating administrative products that are accurate, complete, properly formatted, fulfill the intended purpose, and present a positive image to all clients and outside parties.
 
Prepares documents for client signatures and internal paperwork to open new accounts and maintain existing accounts. Answers incoming telephone calls determines purpose of caller, and forwards calls to appropriate personnel or department.
Drafts written communication for Financial Advisors. Understands basic facets of investments: this includes income and dividends, bond maturities, trade settlement, corporate actions and cash management.  Completes the Irrevocable Trust IPS with the assistance of the Financial Advisor-need Basic understanding of Irrevocable Trusts.
Assists the Financial Advisor by starting the Trust Information spreadsheet on the T-drive.
Supports Financial Advisor in pre-client meeting preparation and post-client meeting processing. Responds to client inquiries and assist with client requests to provide the highest level of client service. Assists with workshops, seminars and client educational events.
Generally, assists Financial Advisors with day-to-day activities, assists in reviewing of tax information during tax season.
Collect and prepare data as needed for various reporting and/or auditing requirements.
Assists with answering phones and any coverage situations when needed.
2+ years’ administrative support experience required.
~ Experience working in financial services, trusts, retirement plans, or paralegal experience preferred.
~ Intermediate level of Microsoft Office. Ability to learn software quickly.
~ Client Service skills
~ Ability to use keyboard, calculator and other general office equipment.
~ Ability to sit for long periods of time at a computer terminal.
~ Word processing, document preparation from draft to final review.
~ Ability to handle sensitive documents and other confidential communications.

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