Employee Trust Administrator jobs in Kentucky

Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily?

If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm, Southern Kentucky Financial Services, in Bowling Green, KY is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description : The purpose of this position is to service the existing client base with all service requests including beneficiary changes / withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his / her review meetings, and preparing issued accounts for delivery. Key Skills :

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Minimum Requirements :

• Financial Industry experience preferred
• Experience working alongside a Financial Advisor in a fast-paced office environment preferred
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience

Responsibilities :

This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments.

Other daily, weekly, and monthly tasks may include :

• Receive incoming client service calls in a friendly manner
• Maintain CRM notes / activities / client data input
• Be the first point of contact for prospects and clients
• Maintain the lobby area and the client experience during visits (snacks, drinks, conversation during wait times)
• Complete each service request and resolve client issues
• Maintain client files, including electronic filing of confidential client documents
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist in setting client appointments
• Managing incoming and outgoing mail / packages
• Managing the company shared e-mail box
• Assist the Advisor with calendar management
• Provide support with invoice payments / supply inventory maintenance and orders
• Facilitate the staff training details (order food, maintain the phones while we’re training, etc.)
• Other administrative tasks as needed

Salary : $20-$25 / HR BOE Benefits

• Health insurance
• 401(k) with match
• Life insurance
• Access to dental and other ancillary products
• PTO eligible after 30 days

Hours :

• Monday Friday
• 9 : 00am-5 : 00pm
• Some evenings required for client events

Last updated : 2024-06-04