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Client Services Administrator II
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Client Services Administrator II - Portland, United States - Camden National Bank Defunct
Description
Live here. Play here. Bank here. Work here.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?
Position Summary:
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 membersPrepare various reports as requested by clients and colleaguesAssist with Trust administration, ensuring compliance with Trust documents and local lawAssist with Individual Retirement Account ("IRA") administration with a focus on all aspects of complianceOpen and close wealth management accounts of all types, such as Investment Management Accounts (IMAs), Individual Retirement Accounts (IRAs), Trusts and Custody accountsInitiate and appropriately document disbursements and depositsComplete administrative reviewsComply with internal administrative policies and proceduresAssist with compliance and reporting
Basic Qualifications:
Bachelor's degree (B.A.) from four-year college or universityTwo to four years related experience and/or training, or equivalent combination of education and experienceKnowledge of Microsoft Word and ExcelSkills and Abilities: Ability to navigate systems to access tax and other client information quickly and efficientlyAbility to read and comprehend instructions, correspondence, and memos and write correspondenceAbility to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organizationAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimalsAbility to compute rate, ratio, and percent and to interpret graphsAbility to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, etc.
Thorough understanding of accounting, finance, and investment conceptsAbility to deal with problems involving several concrete variables in standardized situationsAbility to become proficient in a Trust Accounting SystemSupervisory Skills:This role has no supervisory responsibilitiesCareer Path and
Job Family:
Client Services Administrator IISr. Client Administrator
