Institutional Client Services Administrator II
Wilmington Trust · Wilmington, DE · 1 mo ago
$60k–$99k/yrFull-time
Primary Responsibilities
- Submit activity for processing in a timely and accurate manner and based on client directives.
- Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.
- Submit annual account reviews for assigned accounts in a timely manner or as directed.
- Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners.
- Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards.
- Maintain client communications on regulatory, legal, accounting and trust matters.
- Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed.
- Remain current on industry trends and regulatory items.
- Identify risk-related issues needing escalation to management.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Complete other related duties as assigned.
Requirements
- Bachelor's degree and a minimum of 1 year relevant experience, OR in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year relevant experience.
- Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software.
- Detail-oriented.
- Excellent customer service skills.
- Excellent verbal and written communication skills.
- Proven organizational skills.
- Proven problem-solving skills.
- Strong decision-making skills.
Qualifications
- Bachelor’s degree in Finance or Business.
- A minimum of 2 years’ relevant experience.
- Retirement or Trust administration experience preferred.
Skills
- Knowledge of industry trends and regulatory items.
- Ability to identify and escalate risk-related issues.
- Effective communication and interpersonal skills.
- Organizational and problem-solving abilities.
- Decision-making skills.
Benefits
The pay range for this position is $59,500.00 - $99,100.00 Annual (USD).
Pay
The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Schedule
N/A
Location
Wilmington, Delaware, United States of America.