Administrator
$63,000–$96,000 year
Hybrid · Brooklyn, Ohio, United States
Job Summary
Administrator to manage the day-to-day administration of primarily non-trust accounts (agency, IRA, and custody) with a proactive, disciplined approach. Responsibilities include opening/closing accounts, asset maintenance, processing bills and cash receipts, researching and resolving account issues, and onboarding new clients in partnership with the Relationship Management Team. Collaborates with teammates to provide top-tier service to high-net-worth clients, mitigates risk by complying with policies and regulatory requirements, and supports relationship managers to attract and retain clients requiring complex wealth solutions. Requires a Bachelor's degree (or equivalent experience) and at least 3 years of client-support experience in trust administration or fiduciary advisory services; CFP/CISP/CWS and related training are preferred. Strong communication, multitasking, organizational, and client-service skills are essential, along with proficiency in Microsoft Office and the ability to handle sensitive information and work both independently and within a team in a hybrid in-office setting.
Required Qualifications
- Bachelor's Degree or equivalent experience in business-related field (preferred)
- A minimum of 3 years client support experience in trust administration or fiduciary advisory services or equivalent work experience (required)
- Experience with high-net-worth clients preferred
- Ability to learn and use proprietary software, databases and systems
- Proficiency in Microsoft Office applications
Desired Qualifications
- CFP (preferred)
- CISP (preferred)
- CWS (preferred)
- Progress towards Cannon Trust Schools I, II, III or equivalent knowledge (preferred)
- Experience in trust administration or fiduciary advisory services (preferred)
- Bachelor's Degree or equivalent experience (preferred)
- Strong Microsoft Office proficiency
- High-net-worth client service experience (preferred)
- Ability to multi-task and work independently within a team
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