GCM Client Administrator I
Core
Administers trust and entity accounts for high-net-worth private and institutional clients, processing transactions, managing account balances, and facilitating distributions and terminations.
Role type
Client Administrator I (Trust/Entity Administration)
Builds
Trust and entity accounts for private and institutional clients
Domain
Global Capital Markets / Wealth Management
Deliverable
client delivery
Required skills
transaction processing, cash disbursement, account management, document collection, regulatory compliance, risk identification, internal controls
Preferred skills
corporate trust specialization, financial software proficiency, analytical ability, relationship building
Technologies
pertinent software applications
Responsibilities
Process transactions including cash disbursements, trades, and account balances; establish new accounts and facilitate discretionary distributions; maintain daily client contact to address inquiries; manage relationships with internal and external service partners; ensure adherence to company risk and regulatory standards; implement internal and external audit points.
Seniority
Individual Contributor, entry-level to mid-level