Client Support Administrator

Client Support AdministratorThe 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:Daily transaction processing, routine account related inquiries, aiding in account administration, managing account documentationAssist with account opening, asset transfer, account terminations, ensuring accurate data input, gathering accurate documentsResponsible for comprehending client trust documents and other pertinent documents to ensure proper administrationAdhering to industry regulations and internal policies, monitoring for compliance issues, managing operational risks, maintaining detailed account filing systemRespond to Audit and internal compliance requests as necessaryClient and Manager Support:Investigate root causes of complex issues and coordinate cross-functionally with Operations, Compliance, Advisors and Investment teamsRespond to and resolve escalated inquiries promptly and accuratelyAssist 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 requestedUtilize various software systems for trust accounting, portfolio management, and client relationship managementReview 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 orderFirm Building:Develop a strong knowledge of Wealth Advisory functions, policies, procedures and best practicesParticipate in special projects and identify process improvementsCarry out other duties and responsibilities as assigned and carry out all responsibilities in compliance with company policies, procedures and practicesQualifications:High School diploma or equivalent required, bachelor's degree highly desiredTwo (2) years of working experience in a professional position, preferably in banking or wealth management, is highly desiredExpected to become familiar with and learn Wealth Management productsAdvanced Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) requiredExcellent written and verbal communication skills requiredStrong interpersonal and written communication skillsAbility to prioritize and multitask effectively under pressure, excellent organizational and time management skills are essentialAbility to interact in a professional demeanor with all levels of staff, including Executive Management, and customers requiredKEY COMPETENCIES: Professionalism Detailed-oriented Customer service-focused Self-motivated and reliantAt 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.