Senior Account Administrator

Account Administrator/Senior Account Administrator

Job Summary

The Senior Account Administrator will provide exceptional service to our financial advisors and clients on all investment account administrative activities. You will operate within Keating and our investment firm systems and processes and use internal resources to provide excellent account service. Going above and beyond for our clients and collaborating well with your advisor team(s) and the investment department are critical for successful service.

This position is non-exempt and can be located remotely or onsite in one of our branch offices. The Senior Account Administrator will report to the Branch Manager. Salary range is $46,000-$59,000 annually.

Responsibilities include, but are not limited to:

• processing Money Movement requests including contributions and distributions
• processing trades as requested by advisors
• tracking Required Minimum Distributions on all advisor accounts
• timely responses to client and advisor requests via phone call and email
• initiating and completing account transfers and rollovers
• daily tasks involving phone calls and email requests.
• running Raymond James reporting as requested by advisors
• maintaining client accounts
• continued follow up on tasks not yet completed
• assist clients with reconnecting log-in information to various vendors and systems
• gathering data fields from clients and staff to update via the back-office to ensure books and records are current
• all other duties as assigned
  
  

Desired skills include, but are not limited to:

• Strong attention to detail
• At least five yearsof related experience in a financial institution *Required for a Senior position. Willing to consider less experience provided the right fit for team and client needs
• Able to exercise independent judgment and maintain ethics
• Deliver clear, effective communication across all mediums
• Takes initiative to solve problems
• Personable, service oriented, and collaborative
• Savvy with new technology
• Strong follow through and organizational skills
  
  

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