Trust & Investment Administrator

POSITION SUMMARY
Serve as an administrator on the Servicing Team and New Account Team for EAM to include investment and charitable products.

RESPONSIBILITIES AND DUTIES

1. Responsible for providing timely, consistent support and communication to the EAM Concierge Team and field staff.
2. Responsible for administering and maintaining accounts, including IRAs, and Investment Management Accounts.
3. Responsible for compliance and suitability analysis prior to new account acceptance.
4. Responsible for performing each task in the process of opening new accounts.  
5. Responsible for assisting in identifying efficiencies and improvements for new and existing services, including supporting the process of clearly documenting procedures. 
6. Responsible for comprehending current products and services offered to competently assist field staff. 
7. Responsible for providing timely decisions and consistent day-to-day support to core and direct market field staff.
8. Responsible to identify and support innovation and implementation of new products and services.
9. Collaborate with other team members to handle high-volume activity during peak business cycles.
10. Assist in cross-training with team members, especially in relation to the EAM New Account Team, EAM Servicing Team, and EAM Security Gifts Team, to provide depth and continuity of support services.
11. Participate in communications and training for field staff as requested.
12. Reflect and carry out the FAITH values.
13. Other tasks assigned by the supervisor.

QUALIFICATIONS

Education: 

High school diploma or GED equivalent; college degree preferred

Experience: 

1. Investment advisory or administration experience preferred
2. Experience in banking, trust, financial services, etc. preferred

Skills and Abilities:

1. Ability and willingness to obtain specialized product knowledge and training as requested
2. High level of interpersonal skill
3. Exceptional ability to manage time and prioritize individual workload
4. Ability to exercise appropriate discretion and make decisions
5. Strong written and verbal communication skills
6. Proven administrative and organizational skills
7. Team oriented: must work very well with internal and external team members
8. Strong analytical abilities and problem-solving capabilities 
9. Knowledge of Microsoft Office Suite programs
10. Ability to learn new software systems

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time