Join to apply for the Agency Administration CAIII role at Wilmington Trust.
Overview
Leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve as administrator for large (as defined by business) and/or highly complex clients. Serves as primary point of contact or relationship lead for the client. Maintains daily contact with clients to address inquiries and facilitate requests. Processes related transactions, including collecting documents, processing disbursements, trades, account balances, establishing accounts, and facilitating client requests for distributions and trust terminations. Ensures proper administrative management of accounts.
Primary Responsibilities
* Oversee client relationships, recommending designs and administration of trust accounts.
* Assist senior representatives in revenue activities, preparing documents, and participating in meetings.
* Build and maintain client relationships, serve as primary contact, and respond to requests promptly.
* Manage relationships with service partners, addressing issues timely.
* Maintain industry knowledge and stay current on relevant news.
* Adhere to company policies and procedures.
* Implement controls to minimize losses.
* Support and mentor team members as needed.
* Comply with risk and regulatory standards, escalating issues when necessary.
* Promote diversity and uphold the company's brand.
* Maintain internal controls and address audit and regulatory issues.
* Perform other duties as assigned.
Scope of Responsibilities
May mentor less experienced staff and provide guidance.
Education and Experience
Bachelor’s degree with at least 1 year of relevant client contact experience, or 5 years of combined education and work experience with at least 1 year of client contact.
Preferred: Degree in Finance, Business, Economics, or Accounting; CCTS certification; software skills; team experience; strong interpersonal and analytical skills.
Location
London, United Kingdom
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