Account Administrator

The Trust Company•Manhattan, KS

4d•Onsite

About The Position

The Trust Company delivers financial planning, investment, and fiduciary management services to client groups supported by dedicated Trust Officers and Wealth Advisory Teams. Our expertise includes revocable and irrevocable trusts, discretionary investment management accounts, court-appointed executorships and conservatorships, qualified retirement plans, IRAs, corporate cash management accounts, and charitable foundations. We are committed to delivering exceptional client service while continuing to grow our client base.

Requirements

Basic typing, computer, and software skills are required.
Experience with Microsoft Office and spreadsheet preparation is required.
Proven commitment to exceptional customer service.
Strong written and verbal communication and grammatical skills.
Ability to work both independently and in team settings to show flexibility and versatility.
Ability to manage a variety of tasks and prioritize individual workload responsibilities.
Ability to work with strict confidentiality requirements, as well as exercise good judgment in the preparation and distribution of confidential information.

Nice To Haves

Bachelor’s Degree in a related field is preferred.
Prior experience in investment, banking, trust, legal, or financial services is preferred.
An interest in pursuing continuing education opportunities, degrees, or certifications that will further expand knowledge for adding value in this role.

Responsibilities

Serve as the first point of contact for clients, providing timely, professional support and addressing their needs.
Initiate and respond to written communication (electronic and postal) with clients and other professionals.
Assist clients and advisors with account management, including processing documentation for account openings, transfers, distributions, closures, and ongoing account maintenance, with an emphasis on digital efficiency.
Process and monitor account transactions in collaboration with advisors, operations, investment teams, and the broker-dealer to ensure accuracy.
Responsible for processing incoming check deposits and ensuring the accuracy of all related transactions.
Maintain client and prospect data in the CRM, including task management.
Maintain client and prospect files in the DMS with accurate metadata.
Process monthly regulatory account reviews, report any exceptions to the advisors, and complete follow-up requirements.
Provide support to advisors in coordinating client meetings, including scheduling, preparing materials, and managing follow-up activities.
Prepare and distribute periodic reports and statements as required.
Assist advisors with fiduciary tax filings and the execution of estimated tax payments.
Assist advisors in business development and sales, which may include attending events and participating in community, civic, or charitable organizations.
Assist advisors in ensuring all sales opportunities are accurately recorded and maintained in the CRM.
Duties associated with opening and closing the office daily.
Greet clients and visitors; manage front desk responsibilities.
Answer and route incoming calls.
Open incoming mail, disperse mail, and stamp outgoing mail.
Prepare and distribute monthly client birthday cards.
Scan incoming checks.
Stock and purchase office supplies.
Other duties as assigned.