Specialty Wealth Asset Administration Officer II
- Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures.
- Prepare and submit documents related to account openings and closings.
- Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management.
- Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy.
- Prepare and maintain accurate account and departmental documentation, files, and records.
- Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
- Assist with complicated accounts, processes, projects, and tasks, as assigned.
- Maintain various tracking spreadsheets and logs for the group.
- Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required).
- Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
- Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
- Perform other related duties as assigned or directed.
- H.S. Diploma
- Minimum 8 years of administrative/clerical experience And
- Minimum 5 years of experience in a real estate industry Or
- Minimum 5 years of experience in Personal Trust administration
- Strong written and verbal communication skills
- Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
- Ability to set priorities, and objectives
- Demonstrate working knowledge of trust administration
- Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests
- To be considered for this position you must meet at least these basic qualifications
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