Job Details

The Client Support Administrator role focuses on tasks like trust and investment account administration, processing transactions, internally managing client relationships, maintaining excellent relationships with internal and external business partners, and ensuring compliance, acting as a bridge between the front office(client-facing) and back office (operations) functions. RESPONSIBILITIES MAY INCLUDE:Account Support and Administration:- Daily transaction processing, routine account related inquiries, aiding in account administration, managing account documentation- Assist with account opening, asset transfer, account terminations, ensuring accurate data input, gathering accurate documents- Responsible for comprehending client trust documents and other pertinent documents to ensure proper administration.- Adhering to industry regulations and internal policies, comprehending client trust documents and other pertinent documents to ensure proper administration, monitoring for compliance...Client Support, Administrator, Support, Wealth Advisor, Client Relations, Operations, Banking, Business Services