GCM Client Administrator I
Core
Administers trust and entity accounts for high-net-worth private and institutional clients, processing transactions and serving as the primary point of contact for daily inquiries.
Role type
Client Administrator I
Builds
Trust and entity accounts for private and institutional clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
transaction processing, document collection, cash disbursement, account management, client relationship management, regulatory compliance, risk identification, internal controls
Preferred skills
finance/accounting background, CCTS certification, software proficiency, analytical ability, team collaboration
Technologies
pertinent software applications
Responsibilities
Process transactions including cash disbursements, trades, and account balances; establish new accounts and facilitate discretionary distributions; maintain daily contact with clients to address inquiries; support Relationship Managers with client strategy implementation; manage relationships with internal and external service partners; ensure adherence to company risk and regulatory standards; maintain internal control standards for audits and regulator issues.
Seniority
Junior, supervised IC