Address
Form of workDescription
Function: Responsible to support FNWM staff including Senior Relationship Associates, Relationship Manager and others with administration of assigned accounts and management of clients' relationships.
Duties:
- Assist FNWM management in account administration by:
- Filing/imaging of correspondence; account administrative records
- Assist with account administrative reviews in conjunction with appropriate review cycle
- Preparing open/closed account paperwork
- Prepare client contribution and disbursement requests; pend client activity/transactions to trust accounting system
- Monitor any account overdrafts or un-invested large balances and coordinate with RM/PM to address them on an as needed basis
- Prepare for and provide support during client meetings
- Answer incoming telephone calls; serve as primary point of contact for general departmental calls
- Assist with tax form preparation and client distribution
- Administration of accounts:
- Ensure department compliance with IRS regulations and other fiduciary requirements.
- Assist with calculations and ensure timely and accurate payment of distributions applicable to various account types
- Assist with preparation of presentation materials for client review.
- Assist with preparation of proposals to institutional and individual prospective clients - printing and binding of presentation materials
- Coordination of department events and outreach opportunities.
- Participate in Administrative Committee Meetings
- Prepare new and closed account documents for committee review
- Prepare other reports as requested
- Perform additional duties as requested.
Requirements
EDUCATION, TRAINING, AND EXPERIENCE:
High school diploma or equivalent.
Direct customer contact experience desirable.
Proficiency in Microsoft Word, Excel, & PowerPoint or equivalent.
Understanding of tax law and IRS Regulations desired.
Prior administrative support experience in financial services industry preferred.
