Wealth Management Administrative Support Coordinator

Job Overview

The WM Administrative Support Coordinator is the subject matter expert for WM administration, client and account related processes and activities, and ensuring the service quality delivered to clients. The coordinator advises, trains, and problem solves administrative issues as a partner to member bank Wealth Advisors, Fiduciary Officers, Associates, Wealth Specialists and their clients.

REMOTE/HYBRID WORK OPTIONAL

Primary Responsibilities

• Acts as primary contact and resource for member bank relationship managers in client needs, problem resolution, account administration, and compliance with policies and regulations.
• Leads technical administrative training as a vital component of the WM training program. Conducts administration specific new hire training.
• Assists in the maintenance and creation of internal forms and procedures, training materials, best practice documentation, and creation of reports.
• Develops strong relationships with customers and member bank administrators through exceptional problem solving, ownership, and follow through.
• Collaborates with member bank relationship managers on administrative duties associated with unique accounts, including estates and administrative trusts.
• Identifies patterns affecting proper administration and proposes solutions to management.
• Provides floating administrative support remotely in various roles in member bank markets, when required and as assigned.
• Maintains a complete working knowledge of WM Administration Policy and Procedures.
• Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

• Performs other duties as assigned.

Management Responsibilities

• This job has no management responsibilities.

Qualifications

• Bachelors required
• At least 3 years of relevant wealth management or trust administration experience. required
• Ability to be proactive, prioritize, and follow through. required
• Ability to build relationships and work collaboratively with co-workers and member bank relationship managers. required
• Articulate, possessing strong verbal and written communication skills. required
• Demonstrated record of excellent service skills. required
• Self-motivated with ability to stay connected to a geographically dispersed team. required
• Experience with Financial Planning, CRM, Trust Accounting and/or Sales Reporting software. required
• Record of excellent service skills. required
• Advanced knowledge of MS Word, Excel, Outlook, PowerPoint. required