Account Administrator

Primary Accountability:              
The Account Administrator assists in the day-to-day operations, functional tasks and workflows as part of a client service team, a group of Trust Officer & Wealth Advisors and a Financial Planner. The duties and functions of the Account Administrator are client-focused and essential to the team’s relationship management success.  Versatility and adaptability are key components of this position.

Major Duties:

• Assist clients and Advisor(s) with client account management, including processing forms and applications for opening accounts, transferring assets, closing accounts, and completing necessary documentation for account establishment and on-going account management tasks.
• Initiate and respond to electronic & postal written communications and phone calls with clients, other professionals, other financial services professionals, etc.
• Assist Advisor(s) in business development and sales, which may include attending events and participating in community, civic or charitable organizations.
• Assist Advisor(s) with setting client meetings, preparing for meetings, and maintaining regular communication with clients to share information, check-in, or respond to their inquiries and requests.
• Assist Advisor(s) in estate and trust settlement and administration duties.
• Monitor client account transactions and work in tandem with the Advisor(s) to verify accuracy.
• Process and monitor transaction requests by clients working in collaboration with the Advisor(s) and the operations and investment teams.
• Oversee the calculation and generation of periodic reports and statements and distribute appropriately, such as RMDs, IRA distributions, and income tax reporting.
• Process regulatory account reviews, report any exceptions to the Officer, and complete follow up requirements.
• Maintain prospect and client files, CRM database, and accounting software to keep current for sorting, reporting, scheduling, fee-tracking and marketing.
• Collaboration with other Account Administrators and other internal partners to develop best practices, strategize, cross-train, develop new employees, and problem solve.
• Other duties as necessary or assigned.

Qualifications:

• Bachelor’s Degree in a related field is preferred.
• Basic typing, computer and software skills are required.
• Experience with Microsoft Office and spreadsheet preparation is preferred.
• Prior experience in investment, banking, trust, legal or financial services is preferred.
• Proven commitment to exceptional customer service.
• Strong written and verbal communication and grammatical skills.
• Ability to work both independently and in team settings to show flexibility and versatility.
• Ability to manage a variety of tasks and prioritize individual workload responsibilities.
• Ability to work with strict confidentiality requirements, as well as exercise good judgment in the preparation and distribution of confidential information.
• An interest in pursuing continuing education opportunities, degrees, or certifications that will further expand knowledge for adding value in this role.

Physical Demands:

• Ability to sit for extended periods of time; adjustable stand-up desks are available upon request.
• Ability to read computer screens, mail, e-mail and talk on the phone.
• Ability to unpack and move supplies up to twenty-five (25) pounds.
• Ability to drive an automobile.
• Ability to travel as directed by position requirements.

Work Environment:

• Professional and deadline-oriented environment in an office setting.
• Interaction with internal and external customers.

Additional Duties:         
Additional duties and responsibilities may be added to this job description at any time. The job description does not state or imply that these are the only activities to be performed by the employee(s) holding this position.  Employees are required to follow any other job-related instructions and to perform any other job-related responsibilities as requested by their supervisor.

Benefits may include:

• 401(k)
• Dental Insurance
• Health Insurance
• Flexible spending account
• Long-term Disability Insurance
• Paid time off
• Wellness reimbursement expenses
• Professional Development