ACCOUNT ADMINISTRATOR

Whitaker Bank Corp of Kentucky•Danville, KY

3d•Onsite

About The Position

Kentucky Trust Company, located in Danville, Kentucky is looking for an Account Administrator to work with a broad and diverse range of clients in our wealth management division. We are seeking a dedicated, self-motivated candidate who has a strong desire to build relationships and provide outstanding service for our clients and is interested in learning and developing a career within the wealth management industry. The associate will be encouraged to engage in continual learning and development activities and will be supported in pursuing progress toward industry-related certifications.

Requirements

High school diploma or GED
Attention to detail, with analytical and problem-solving skills
Strong verbal, math and written communication skills
Ability to handle and prioritize multiple projects simultaneously
Willingness to learn and grow
Professional, client-focused approach to tasks
Proficient use of applicable technology, including Excel and Word, with ability to learn use of account management software
Ability to work in team environment as well as independently

Responsibilities

Cultivate client relationships and assist investment advisors as appropriate on assigned accounts and new business
Acquire and maintain financial industry credentials as appropriate
Work with industry professionals such as attorneys and accountants on various issues
Manage opening, closing and ongoing administration for assigned accounts
Perform Trust, IRA, Estate administration duties as assigned
Become proficient with Maui account program, Account Review and Risk Manager (ARRM) program, Client Online Portal and other programs as needed
Review legal and financial documents
Review end of year tax information for assigned accounts
Perform annual review of assigned accounts
Manage and process contributions and distributions as appropriate
Treats people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
Conduct yourself professionally and as a company representative while at work and in public.
Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.