Account Administration

Where

Atlanta, GA

What you'll be doing

Approve account and closing opening requests through internal systems after ensuring all required internal and client documentation are properly completed and authorized. Respond to account opening and closing questions from relationship managers and administrators across the firm. Approve unique assets through internal systems after ensuring all required internal and client documentation are properly completed and authorized. Coordinate and conduct periodic reviews of unique assets maintained on the trust accounting system. Review new account coding on the trust accounting system to ensure data has been accurately input. Conduct quality control testing related to account distributions, unique assets, Reg. 9 annual reviews and other critical activities that are identified. Work with others throughout the organization to ensure compliance with the firm policies and procedures. Contribute as a team member in the enhancement of the company fiduciary culture through the adoption of sound practices. Assist the account administration team with other tasks and projects as needed.

What your background should be

At least 3-5 years of working experience in fiduciary services, audit or compliance within a wealth management firm is preferred. Proficient in MS Office applications (Excel, Word, and Outlook). Strong communication skills and detail oriented. Ability to read and interpret trust instruments. Demonstrated project management skills.

Required Schooling / Training

Bachelor degree required.

Who is the client company

This is one of Canada's chartered banks, fifth largest by deposits.

If you are interested in this position, send your resume to apply@kochdavis.com