Top Job
Located in Seattle,WA
Overview:
Provides paraprofessional administrative support to client relationships as directed by the assigned Relationship Manager or Managers. Responsible for client service and complex administrative requirements to ensure the highest level of customer service, accuracy to established controls and procedures. Directly supports Relationship Manager in all responsibilities including the development of new business.
Administrative
Provides paraprofessional administrative support to client relationships as directed by the assigned Relationship Manager or Managers. Responsible for client service and complex administrative requirements to ensure the highest level of customer service, accuracy to established controls and procedures. Directly supports Relationship Manager in all responsibilities including the development of new business.
Administrative
- Proactively provides paraprofessional support to RM, serving as front line for most client service requests and tasks. Works under direction of RM, including assuming portions of administrative workload.
- Manages, prioritizes and tracks communications to all client requests and inquiries.
- Tracks appropriate date specific requirements for client service, including birthday/Holiday Correspondence/Flowers for various occasions as well as family life achievement/benchmarks.
- Takes proactive approach to identifying possible problems and inefficiencies in account administration and work flow and initiate solutions as appropriate.
- Participates in audit and risk management procedure requirements; supports completion of Annual Administrative Review for RM’s.
Account Management
- Provides client and administrative support for specific accounts assigned to the RM. Acts as the direct contact for most clients involving the RM as appropriate to ensure continuity of service.
- Works within consistent processes established in assisting the management of the relationship portfolio; coordinates daily workflow to ensure that all administrative requirements are complete, timely and in compliance to all requirements.
- Manages documentation retention through electronic file system to ensure the required and current information is up-to-date and as required by WM&AS policy.
- Supports administration of client budgeting and other recordkeeping.Coordinates preparation of appropriate documents as assigned by Relationship Manager, which may include deeds, notes, assignments, trust documents or any other specialized documents as needed.Monitors daily cash balances for accuracy. Process cash updating through appropriate channels as required.
- Supports collection and/or generation of tax-related documentation; understanding and knowledge of tax codes, process and accounting system where appropriate.
KNOWLEDGE/SKILLS/EXPERIENCE REQUIRED
- College-level course work, preferably in Accounting, Finance, Business or related field.
- Ability to multi task and manage interruptions.
- Experience with complex desktop entry and analysis with demonstrated competence in computer and technical skills.
- Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to both internal and external clients.
- Excellent interpersonal skills; ability to collaborate with and work effectively with diverse team.
- Above-average knowledge of investment, trust administration, bank products and services
- Outstanding verbal and written communication skills supporting high quality and accurate output.
- High degree of PC based technical skills, including proficiency with the Microsoft Suite of products.
Compensation: $20-25/ hour DOE
Express Office: Seattle
2401 Fourth Avenue
Suite 150
Seattle, WA 98121
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