Office Administrator

Description

Provide high level customer service and support team members to facilitate timely and accurate on-boarding of new accounts and terminating closing accounts

Review new account and asset movement requests to ensure all proper documentation is present, accurate and in good order

Effectively communicate with outside institutions to gather all requirements and information to ensure the successful movement of incoming and outgoing assets between custodians

Assist with problem resolution and serve as a liaison between team members and other departments of the Commerce Trust Company (CTC)

Monitor daily reports of incoming and outgoing assets to assist in researching and resolving out of balance issues and to ensure timely posting to client accounts

Drive process improvements and documentation, projects, and testing

Extensive knowledge of investments and the investments field

Strong business acumen and the ability to make timely and sound business recommendations

High level of accountability in understanding the big picture/Trust Company goals and offering alternate solutions to our customers to accomplish them.

Strong analytical skills with the ability to execute

Excellent customer service skills across a wide variety of disciplines and backgrounds to help achieve results

Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Skills

Microsoft, Administration, Office suite, Document management system, banking, investments, Email, salesforce.com

Top Skills Details

Microsoft,Administration,Office suite,Document management system,banking,investments

Additional Skills & Qualifications

Associate’s degree or equivalent combination of education and experience preferred

4+ years of financial services experience required, preferably in a back office/middle office setting

Cross train team level I team members and document procedures

Preform other duties as assigned

Experience Level

Intermediate Level