Middle Office Administrator - Commerce Trust

Commerce BankKansas City, MO
1d$24 - $32Onsite

About The Position

The main purpose of this job is to be a primary point of contact supporting Private Client, Institutional Trust and Family Office services within Commerce Trust Company.

Requirements

  • Basic knowledge of investments and the investments field
  • Strong business acumen and the ability to make timely and sound business recommendations
  • Strong analytical skills with the ability to execute
  • Excellent customer service skills across a wide variety of disciplines and backgrounds to help achieve results
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  • Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
  • Associate’s degree or equivalent combination of education and experience preferred
  • 2+ years back office, client support or equivalent combination of related experience required
  • Level of role is determined by knowledge, experience, skills, abilities, and education

Responsibilities

  • Provide high level customer service and support team members to facilitate timely and accurate on-boarding of new accounts and terminating closing accounts
  • Review new account and asset movement requests to ensure all proper documentation is present, accurate and in good order
  • Effectively communicate with outside institutions to gather all requirements and information to ensure the successful movement of incoming and outgoing assets between custodians
  • Assist with problem resolution and serve as a liaison between team members and other departments of the Commerce Trust Company (CTC)
  • Monitor daily reports of incoming and outgoing assets to assist in researching and resolving out of balance issues and to ensure timely posting to client accounts
  • Preform other duties as assigned

Benefits

  • employer sponsored health, dental, and vision insurance
  • 401(k)
  • life insurance
  • paid vacation
  • paid personal time
  • career development
  • education assistance
  • voluntary supplemental benefits
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