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Senior Client Services Administrator

Company: Camden National Bank
Location: Portland
Posted on: February 25, 2021

Job Description:

Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization with deep community roots and a vision for growth, success, and giving back, you've come to the right place. The Senior Client Administrator partners with the Relationship Manager/Trust Officer and Investment Portfolio Manager in delivering best banking experience. This person supports clients in their ongoing relationships by assisting with their day to day financial needs. As a consistent and reliable point of contact, the candidate will provide seamless coordination between investment management and trust clients and their wealth management team.
The essential functions are noted below, however, responsibilities may evolve over time given organization, technological and/or staffing changes. At any point other duties may be assigned. Essential Duties and Responsibilities include the following:
--- Communicating with clients via telephone, email and in-person interactions to ensure appropriate follow-through for all team members;
--- Preparation of various reports as requested by clients and colleagues, including contributing to the financial planning process
--- Assistance with Trust administration, ensuring compliance with Trust documents and local law;
--- Assistance with Individual Retirement Account ("IRA") administration with a focus on all aspects of compliance
--- Opening and closing wealth management accounts of all types, such as Investment Management Accounts (IMAs), Individual Retirement Accounts (IRAs), Trusts and Custody accounts
--- Initiating and appropriately documenting disbursements and deposits;
--- Completion of Administrative Reviews;
--- Compliance with internal administrative policies and procedures;
--- Assistance with compliance and reporting;
--- Assistance with tax reporting review process Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience
Bachelor's degree (B.A.) from four-year college or university; three to five years related experience and/or training; or equivalent combination of education and experience. Language Skills
Ability to read and comprehend instructions, correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to interpret graphs. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, etc. Thorough understanding of accounting, finance, and investment concepts. Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills
To perform this job successfully, an individual should have the ability to become proficient in a Trust Accounting System. Knowledge of Microsoft Word, and Microsoft Excel also necessary. Other Skills and Abilities
Ability to prioritize tasks and meet deadlines is critical. Organization and attention to detail are also vital.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk and reach with hands and arms. Specific vision abilities required by this job include close vision. Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet. Posted 30+ Days Ago Full time R256 About Us What you can expect from us. An opportunity to build your career at an innovative community organization with a vision for growth and giving back. Whether it's helping a family buy their first home or build a business, we go above and beyond to serve our customers, communities, and each other. You'll experience an inspiring, welcoming workplace for all, and a culture that empowers employees to do their best work each day-and celebrate the difference we're making together. Today, we employ 650 people at more than 65 work locations. We recruit top talent for roles in everything from relationship banking to operations, lending, technology, finance, compliance, marketing, and more. Employees enjoy health and wellness benefits and generous time off, along with numerous personal and professional growth opportunities. What we'll expect from you. A commitment to apply your passion and talents, while making a positive impact on the company, our communities, and yourself. With the close-knit feel of your community bank, complemented by the competitive perks of large organizations, you will love working here. Employment with Camden National is on an at-will basis, meaning employment is not guaranteed for any specific period of time, and any employment relationship established may be terminated by either party at any time, for any reason, with or without notice. Completion of an employment application is not a contract, express or implied, guaranteeing employment. Camden National Bank is an Equal Opportunity Employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, including gender identity and gender expression, national origin, citizenship status, age, disability, genetic information or veteran status.

Keywords: Camden National Bank, Portland , Senior Client Services Administrator, Accounting, Auditing , Portland, Oregon

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