Client Services Administrator I- Bar Harbor

4 weeks ago

Bar Harbor, United States First National Lincoln Full time

Overview: Primary responsibility is to provide administrative, operational, and departmental support in the wealth management/trust and investment division of First National Bank, working closely with Relationship Management and client service staff to ensure the highest level of customer service and accuracy.

Essential Duties:

  • Assist with account administration:
  • Address client inquiries and provide assistance as needed.
  • Oversight of client online access site, providing client assistance and support.
  • Maintain detailed account administrative records.
  • Assist with completing regulatory reviews in accordance with required time constraints.
  • Prepare account paperwork, including new account documentation, periodic documentation updates, etc.
  • Prepare and process client contributions and disbursements according to established policies and procedures.
  • Monitor account overdrafts and coordinate with RM/PM to address them on an as needed basis.
  • Work within trust accounting system to process account maintenance, account setup or closings, transaction processing, etc.
  • Filing/imaging of correspondence and account administrative records.
  • Departmental responsibilities:
  • Complete daily and periodic operational functions, including daily settlement, monthly reconciliations, etc.
  • Assist with various compliance functions as needed.
  • Mailing of invoices.
  • Assist with tax form preparation and client distribution of same.
  • Adhere to and ensure department compliance with banking regulations, IRS regulations and other fiduciary requirements.
  • Participate in Administrative Committee Meetings
  • Prepare for and assist with Trust Administrative Committee meetings, and other departmental meetings.
  • Coordination of department events and outreach opportunities, including mass mailings, holiday cards, etc.
Other Duties:
  • Perform additional duties as requested.
Requirements

Education, Training, and Experience:
  • High school diploma or equivalent.
  • Direct customer contact experience desirable.
  • Proficiency in Microsoft Word, Excel, & PowerPoint or equivalent.
  • Understanding of tax law and IRS Regulations desired.
  • Prior administrative support experience in financial services industry preferred.
  • High attention to detail, organizational skills, problem-solving skills, strong communication skills and excellent customer service skills are critical.

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