Senior Client Services Administrator
Company: Camden National Bank
Location: Portland
Posted on: February 25, 2021
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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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