Client Support Administrator - Military veterans preferred

Job Description

JOB SUMMARY:
The Client Support Administrator role focuses on tasks like trust and investment account administration, processing transactions, internally managing client relationships, maintaining excellent relationships with internal and external business partners, and ensuring compliance, acting as a bridge between the front office(client-facing) and back office (operations) functions.

RESPONSIBILITIES MAY INCLUDE:

• Account Support and Administration:
o Daily transaction processing, routine account related inquiries, aiding in account administration, managing account documentation
o Assist with account opening, asset transfer, account terminations, ensuring accurate data input, gathering accurate documents
o Responsible for comprehending client trust documents and other pertinent documents to ensure proper administration.
o Adhering to industry regulations and internal policies, comprehending client trust documents and other pertinent documents to ensure proper administration, monitoring for compliance issues, managing operational risks, maintaining detailed account filing system.
o Respond to Audit and internal compliance requests as necessary.
• Client and Manager Support:
o Investigate root causes of complex issues and coordinate cross-functionally with Operations, Compliance, Advisors and Investment teams
o Respond to and resolve escalated inquiries promptly and accurately
o Assist in preparation of Request for Proposals (RFPs)
o Assists with compilation and preparation on documents and reports for Wealth Management Committee and Directors Trust Committee as requested
o Utilize various software systems for trust accounting, portfolio management, and client relationship management
o Review accounts monthly and prepare the annual account reviews. Review and organize the account file, ensure statements, fees, and distributions are set up and tax documentation is in order.
• Firm Building:
o Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices.
o Participate in special projects and identify process improvements.
o Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices.

Qualifications

High School diploma or equivalent required, bachelor’s degree highly desired
Two (2) years of working experience in a professional position, preferably in banking or wealth management, is highly desired
Expected to become familiar with and learn Wealth Management products
Advanced Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required
Excellent written and verbal communication skills required
Strong interpersonal and written communication skills
Ability to prioritize and multitask effectively under pressure, excellent organizational and time management skills are essential
Ability to interact in a professional demeanor with all levels of staff, including Executive Management, and customers required

KEY COMPETENCIES:

Professionalism
Detailed-oriented
Customer service-focused
Self-motivated and reliant
Critical thinking
Essential Functions:
Sitting for extended periods of time
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components
Ability to observe, perceive, identify, and translate data