Supports daily activities of the Global Family Office - Wealth Management Clients. Responsible for assisting account managers, relationship managers and bankers in executing client transactions, as directed. Researches and responds to inquiries, performs updates on required systems and assists on projects as needed.

Acts under general supervision, completing review and obtaining necessary approvals on transactions and/or documentation items. Entry level position with opportunity to develop professionally.

Major Duties:

• Assists bankers, relationship managers and account managers with client account openings/closings by completing required administrative and compliance documentation.
• Completes daily maintenance to client accounts such as address changes, check reorders, ordering copies of statements and setting up direct deposit using appropriate systems.
• Responsible for coordination of division self audit tasks for submission to banking internal audit on a quarterly basis.
• Monitors daily overdrafts for deposit accounts and executes appropriate follow-up for approval and/or resolution.
• Completes daily processing of client directed transactions via multiple workflow systems.
• Serves as liaison between client servicing and operations as it relates to cash and trade processing.
• Maintains documented procedures for processing client accounts.
• Completes daily maintenance to client accounts as directed by the client servicing team partners.

Qualifications:

• Bachelors Degree from a College or University Preferred
• Knowledge of trust/banking products and services usually acquired through related work experience is required to service client and administrative needs.
• Organizational and time management skills are necessary in order to monitor consistent flow of requests in a daily deadline, time-critical environment.
• Excellent oral and written communication skills are required.
• Problem solving and analytical skills are needed to resolve client inquiries.