Client Services Administrator II
4 weeks ago
If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place.
Are you someone who:
- Has administrative experience and is passionate about providing excellent customer service?
- Has superb communication skills? Is organized, detail-oriented, follows through, able to prioritize workloads and likes solving problems?
- Has banking or customer service experience?
- Is craving the culture of a highly engaged community bank to start your career?
- Is looking for an organization that provides stability and opportunities for growth?
The Client Services Administrator I partners with the Relationship Manager/Trust Officer and Investment Portfolio Manager in delivering The Nation's Best Banking Experience. This person supports clients in their ongoing relationships by assisting with their day to day financial needs. As a consistent and reliable point of contact, this role will provide seamless coordination between investment management and trust clients and their Wealth Management team.
Essential Duties and Responsibilities:
- Communicate with clients via telephone, email and in-person interactions to ensure appropriate follow-through for all team members
- Prepare various reports as requested by clients and colleagues
- Assist with Trust administration, ensuring compliance with Trust documents and local law
- Assist with Individual Retirement Account ("IRA") administration with a focus on all aspects of compliance
- Open and close wealth management accounts of all types, such as Investment Management Accounts (IMAs), Individual Retirement Accounts (IRAs), Trusts and Custody accounts
- Initiate and appropriately document disbursements and deposits
- Complete administrative reviews
- Comply with internal administrative policies and procedures
- Assist with compliance and reporting
- Bachelor's degree (B.A.) from four-year college or university
- Two to four years related experience and/or training, or equivalent combination of education and experience
- Knowledge of Microsoft Word and Excel
- Ability to navigate systems to access tax and other client information quickly and efficiently
- Ability to read and comprehend instructions, correspondence, and memos and write correspondence
- Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
- Ability to compute rate, ratio, and percent and to interpret graphs
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, etc.
- Thorough understanding of accounting, finance, and investment concepts
- Ability to deal with problems involving several concrete variables in standardized situations
- Ability to become proficient in a Trust Accounting System
- This role has no supervisory responsibilities
- Client Services Administrator II
- Sr. Client Administrator
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