Account Opening Administrator

What You’ll Do

• Engage with and take ownership of the client onboarding process, which includes, but is not limited to, financial advisors, portfolio managers, trust officers, and operational colleagues regarding the trust onboarding process to ensure a seamless transition flow and achieve onboarding goals.
• Collaborate, build, and maintain strong relationships with external business partners, including financial advisors and their teams.
• Communicate with Trust officers and Financial Advisors, team regarding account opening
• Review account opening documents, including all supporting trust documentation, family tree, list of assets and liabilities (including any real estate or other special assets), etc.
• Complete all required updates in the sales system
• Prepare required coding and data for entry to the trust system
• Create required data feed links with custodians and obtain online access for the accounts at the custodians
• Comply fully with all policies and procedures as well as all regulatory requirements
• Collaborate and coordinate with Financial Advisors to obtain all required account and position cost information
• Track and coordinate reconciliation with the operations team
• Enter account data and coordinate with the Operations team to establish accounts on the trust accounting system
• Maintain all appropriate training and continuing education requirements as applicable

What You Bring

• Bachelor’s degree in business administration or other related discipline, or the equivalent combination of education, training, or related work experience.
• 3 – 5 years’ financial services experience.
• Trust account, Wealth Management, Financial Advisor /RIA account opening experience required.
• Trust Administration and/or Operations background preferred.
• Well-versed in the different forms of fiduciary relationships and their requirements.
• Able to maintain confidentiality and exercise extreme discretion.
• Proficient in MS Outlook, MS Excel, MS Word, and MS PowerPoint.
• Able to follow written and oral instructions.
• Exhibit professional phone demeanor.
• Good organizational skills, efficiency skills, and communication skills, both verbal and written.
• Be able to work effectively, independently, and collaboratively with a broad range of executives and members of the firm.
• Attention to detail.
• Commitment to professionalism, accountability, customer focus, and teamwork.
• Able to easily adapt to a changing work environment.
• Experience using Salesforce, FIS AddVantage, and Advent preferred.