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Role Description
This role involves leading all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.
- Support senior account relationship managers.
- Serve as administrator for large and/or highly complex clients.
- Maintain daily contact with clients to address inquiries and facilitate requests.
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Process all related transactions, including:
- Collecting critical documents
- Processing cash disbursements
- Managing trades and account balances
- Establishing new accounts
- Facilitating client requests for discretionary distributions and trust terminations
- Ensure proper administrative management for accounts under responsibility.
- Contribute knowledge to processes, procedures, and strategic decisions related to the role.
Qualifications
- Bachelor’s degree and a minimum of 2 years’ relevant work experience with direct client contact, OR in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ relevant work experience with direct client contact.
- Strong focus on customer service and satisfaction.
- Excellent verbal and written communications skills.
Requirements
- Degree focus on Finance, Business, Economics, or Accounting preferred.
- CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus preferred.
- Strong skills in pertinent software applications, with ability to rapidly learn new applications.
- Experience working in a team environment.
- Strong interpersonal skills with ability to build significant level of trust with clients; empathy and a real interest in working with people.
- Self-confident with proven ability to work well with highly capable and successful individuals.
- Advanced analytical ability.
- Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit and/or division.
- Experience contributing to positive working relationships and maintain integrity and professionalism.
Benefits
- Competitive pay range: $60,890.34 – $101,483.90 Annual (USD).
- Comprehensive benefits including medical and retirement.
- Forty hours of paid volunteer time each year.
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