Job Functions
, Essential Duties and Responsibilities
Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectationsLeads efforts to onboard new accounts, gather relevant information and coordinate account opening processReviews agreements and prepare internal documentation to assure proper administration Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processesWorks closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform servicesPresents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetingsFacilitates participant communication...