Private Banking Portfolio Administrator

About the role

Cambridge Trust - A Division of Eastern Bank is hiring a Private Banking Portfolio Administrator. The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.

Responsibilities

• Serves as the primary point of contact for Compliance and Risk questions and documentation gathering on associated portfolios.
• Handles administrative functions for the assigned officers including sales management, referral tracking, reporting, document management, client meeting materials (pitch deck, relationship reviews, scheduling), overdrafts, Salesforce documentation, Audit preparation, Client event management.
• Interfaces with O & S and other colleagues in the management of clients.
• Maintains working knowledge of Salesforce and other systems to support relationship management, referral documentation and tracking, sales incentive programs and bank policies.
• Acts as a utility player, at times, juggling many deliverables with shifting priorities

Requirements

• Bachelor’s degree preferred with major course work in business administration or a related field or equivalent combination of training and experience.
• A minimum of 3 years’ experience managing client relationships and related portfolios, including account opening, documentation, and client servicing.
• Experience in private banking preferred.
• Strong communication and servicing skills.
• Strong understanding and related working experience with bank systems and CRM platforms including Salesforce.
• Working in a fast-paced environment with experience in managing multiple tasks simultaneously and prioritizing work efforts.

Skills/Knowledge

• Experience in Relationship Management and Client Servicing.
• Extensive knowledge of Banking Operations and Compliance.
• Excel in a fast-paced, demanding environment to drive results.
• Hightly organized, motivated, and demonstrate the ability to think creatively and critically.
• Must have excellent analytical skills with proven ability to comprehend business requirements and translate into functional specifications with a strong attention to detail.
• Must possess excellent interpersonal oral and written communication skills, including the ability to communicate with all levels of the organization.
• Establish and maintain effective working relationships with team members and key stakeholders.
• Ability to prioritize and multi-task effectively.
• Self-learner, and desire to enhance skills with training.
• Advanced skills in Microsoft Office applications such as Project, Excel, Word, PowerPoint, and Jira are required.
• Experience with Salesforce preferred.