Client Support Administrator

Overview

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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.

• Account Support and Administration:
  Daily transaction processing, routine account related inquiries, aiding in account administration, managing account documentation
• Assist with account opening, asset transfer, account terminations, ensuring accurate data input, gathering accurate documents
• Responsible for comprehending client trust documents and other pertinent documents to ensure proper administration.
• 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.
• Respond to Audit and internal compliance requests as necessary.
• Client and Manager Support:
  Investigate root causes of complex issues and coordinate cross-functionally with Operations, Compliance, Advisors and Investment teams
• Respond to and resolve escalated inquiries promptly and accurately
• Assist in preparation of Request for Proposals (RFPs)
• Assists with compilation and preparation on documents and reports for Wealth Management Committee and Directors Trust Committee as requested
• Utilize various software systems for trust accounting, portfolio management, and client relationship management
• 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:
  Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practices.
• Participate in special projects and identify process improvements.
• Carry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practices.

• 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

• Professionalism
• Detailed-oriented
• Customer service-focused
• Self-motivated and reliant

Please  to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here .

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.