Location: Bar Harbor,ME, USA
Description
Overview: Primary responsibility is to provide administrative, operational, and departmental support in the wealth management/trust and investment division of First National Bank, working closely with Relationship Management and client service staff to ensure the highest level of customer service and accuracy.
Essential Duties:
* Assist with account administration:
* Address client inquiries and provide assistance as needed.
* Oversight of client online access site, providing client assistance and support.
* Maintain detailed account administrative records.
* Assist with completing regulatory reviews in accordance with required time constraints.
* Prepare account paperwork, including new account documentation, periodic documentation updates, etc.
* Prepare and process client contributions and disbursements according to established policies and procedures.
* Monitor account overdrafts and coordinate with RM/PM to address them on an as needed basis.
* Work within trust accounting system to process account maintenance, account setup or closings, transaction processing, etc.
* Filing/imaging of correspondence and account administrative records.
* Departmental responsibilities:
* Complete daily and periodic operational functions, including daily settlement, monthly reconciliations, etc.
* Assist with various compliance functions as needed.
* Mailing of invoices.
* Assist with tax form preparation and client distribution of same.
* Adhere to and ensure department compliance with banking regulations, IRS regulations and other fiduciary requirements.
* Participate in Administrative Committee Meetings
* Prepare for and assist with Trust Administrative Committee meetings, and other departmental meetings.
* Coordination of department events and outreach opportunities, including mass mailings, holiday cards, etc.
Other Duties:
* 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.
* High attention to detail, organizational skills, problem-solving skills, strong communication skills and excellent customer service skills are critical.