Section 1: Position Summary
Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies
Section 2: Job Functions, Essential Duties and Responsibilities
- Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations
- Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process
- Reviews agreements and prepare internal documentation to assure proper administration
- Meets periodically with contacts, ensure timeliness of client deliverables, and field inquiries
- Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various reconciliation processes
- Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to perform services
- Presents annual account reviews at weekly committee meeting and actively participate in internal planning and coordination meetings
- Facilitates participant communications related to employer stock funds and distributions
- Promotes procedural prudence by complying with policies and procedures, retaining records and responding to audit inquiries
- Identifies cross-selling opportunities to support business development within the
Supervision
Section 3: Experience, Skills, Knowledge Requirements
- Bachelor27s degree from an accredited university or college
- Minimum of five years of relevant professional experience
- Strong MS Office skills to include Outlook, Excel, Word and PowerPoint
PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE
- Trust system experience (e.g., SEI27s Trust3000)
- Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates
COMPETENCIES
- Client Service Oriented
- Personable
- Team Player
- Proactive
- Problem Solver
- Resourceful
- Independent
- Integrity
- Time Management
- Detail Oriented
TRAVEL
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
