EMPLOYMENT TYPE: Permanent
DEPARTMENT: Fund Services
DIVISION: Institutional Client Services
WORKPLACE STRUCTURE: Hybrid
ROLE OVERVIEWPURPOSE OF JOBThisposition is performed as a Sr. Administrator. The candidate will be responsible for providing support to ClientServices team members, excellent customer service, working with clients inunderstanding the clients' needs and administering the appropriate procedures,process in a timely, accurate and professional manner, and identifystreamlining opportunities for process improvement. Resolve minor clientissues; escalate when necessary.
MAIN RESPONSIBILITIES AND DUTIESTrust and Escrow FundAdministration
- Maintain client relationships to ensure client satisfaction with the highest level of client service, monitoring client usage of contracted services and portal, identifying potential additional products/services to be provided, escalating potential churn situations to management.
- Identify and understand key provisions in agreements which state the requirements and documentation required by trust or escrow agent in order to process receipts and disbursements and establish subaccounts.
- Coordinate with banking partners and clients to open depository and/or escrow accounts with specific attention to each depository and/or escrow agent requirement and procedure.
- Ensure clients are properly administered as contracted from inception through completion of contractual requirements.
- Responsible for timely and accurate client billing.
- Create and maintain desk procedures specific to each client.
- Data entry including review of portal data for accuracy.
1031 Like Kind Exchange Administration
- Functions as key contributor with demonstrated knowledge when processing Like Kind Exchanges. Maintain relationships with Like Kind Exchange clients with the highest level of client service.
- Ensure clients are properly administered as contracted from beginning to end of exchange period involving proper usage of company templates, generate exchange documentation, monitor receipts and disbursements.
- Exchanger of pertinent dates, coordinate with ancillary parties (real estate agents, accountants, attorneys, escrow/settlement agent) involved in exchange transaction necessary to ensure timely funding & settlement.
- Perform other duties as required.
- Adhere to JTC core values and expected behaviours.
ESSENTIAL REQUIREMENTS- Bachelor's degree required.
- 3+ years of client service, customer success experience.
- A minimum of 3 years banking or financial services experience, including trust & escrow knowledge desired.
- Fund administration experience desired.
- Knowledge and/or experience in Section 1031 Like Kind Exchanges.
- Detail oriented skills to support review of legal and financial documents.
- Strong skills in Microsoft Office: Word, Excel & Power Point and ability to learn and utilize other technology applications.
- Excellent communication skills, both verbal and written.
- Ability to multi-task and timely and effectively meet deadlines throughout the day using organizational skills.
The expected salary range for this position is $72,000 - $89,000 per year, based on experience and qualifications.
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