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GCM Client Administrator I - Remote

Posted 18 weeks ago
Finance / Legal
Full Time
CA, USA
$21.54 - $35.90/hour

Overview

Assists with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. May serve as administrator for medium to large (as defined by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration.

In Short

  • Support the Relationship Manager with oversight of client relationships.
  • Assist account representative(s) in revenue-generating activities.
  • Manage daily implementation of client strategies.
  • Foster client relationships with assigned client base.
  • Resolve problems and respond to client requests in a timely manner.
  • Manage relationships with internal and external service partners.
  • Develop and maintain industry knowledge.
  • Provide effective support of team members.
  • Understand and adhere to the Company’s risk and regulatory standards.
  • Complete other related duties as assigned.

Requirements

  • Combined minimum of 3 years higher education and/or work experience.
  • Demonstrated focus on customer service and satisfaction.
  • Demonstrated verbal and written communication skills.
  • Bachelor’s degree focused on Finance, Business, Economics, or Accounting preferred.
  • Working towards CCTS certification if corporate trust focus.
  • Experience working in a team environment.
  • Proven ability to work well with highly capable individuals.
  • Demonstrated analytical ability.
  • Ability to maintain integrity and professionalism.
  • Self-confident and able to develop strong working relationships.

Benefits

  • Competitive pay and benefits.
  • Medical and retirement benefits.
  • Forty hours of paid volunteer time each year.
  • Support for growth and development of team members.
  • Commitment to fair and market-informed pay.

W.R

WT Representative

Wilmington Trust N.A, a part of the M&T Bank corporate family, has a rich history dating back to 1903 when it was founded by T. Coleman du Pont. The company specializes in providing fiduciary management and administration of complex trust relationships for both individual and institutional clients. With a commitment to delivering high-quality service, Wilmington Trust is recognized internationally for its expertise and professionalism. The company values integrity, ownership, collaboration, curiosity, and candor, and is dedicated to fostering a supportive work environment that encourages the growth and development of its employees. Wilmington Trust offers competitive benefits and is committed to equal employment opportunities, ensuring a diverse and inclusive workplace.

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