Institutional Asset Management & Trust Account Administrator
Huntington Bancshares, Inc., Columbus, Ohio, United States, 43224
Description
Summary:
The Wealth & Investment Account Administrator on the Institutional Asset Management & Trust team is responsible for professional and proactive administration of trusts, agency and custody accounts in focused institutional and select industries. Responsibilities include account set-up, tracking of dates and deadlines, timely deposit, withdrawal and transfer of funds, and periodic customer communications.
Duties & Responsibilities:
Responsible for the complete administration of assigned accounts
Assist the sales advisory team with the development of onboarding processes for new clients as well as strategic and actionable tactics to promote and ensure effective delivery of services
Responsible for adherence to Personal Trust processes, procedures, polices to effectively mitigate risk
Works closely with support staff to ensure well-organized administration
Must take initiative to address issues proactively
Work with smaller group of clients with high touch needs and attentiveness required
Establish relationships with key external partners, colleagues and appropriate bank segments
Performs other duties as assigned
Basic Qualifications:
Bachelor’s degree and 2+ years of experience in Financial Services, OR
High school diploma and 5+ years of experience in Financial Services
Preferred Qualifications:
A continuous improvement mindset with demonstrated problem solving and decision making skills as well as a desire for advancement and growth.
Understanding business lines and services, including Pooled Trusts, Reinsurance Trusts, Special Needs Trusts, Pre-Need and Perpetual Care Trusts
Strong experience in compliance and risk management
Ability to thrive in a collaborative, team-oriented environment
Excellent communication, analytical, and operational skills
Capable of self-managing multiple tasks, projects and assignments in a changing environment with competing priorities
Exempt Status:
Yes (not eligible for overtime pay); No (eligible for overtime pay)
Workplace Type:
Office
Our Approach to Office Workplace Type:
Our approach enables our teams to combine in-office and work-from-home arrangements. Remote roles may have opportunities to come together in offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for immigration benefits. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters:
Huntington will not pay a fee for any placement resulting from unsolicited resumes. All unsolicited resumes sent to Huntington colleagues will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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The Wealth & Investment Account Administrator on the Institutional Asset Management & Trust team is responsible for professional and proactive administration of trusts, agency and custody accounts in focused institutional and select industries. Responsibilities include account set-up, tracking of dates and deadlines, timely deposit, withdrawal and transfer of funds, and periodic customer communications.
Duties & Responsibilities:
Responsible for the complete administration of assigned accounts
Assist the sales advisory team with the development of onboarding processes for new clients as well as strategic and actionable tactics to promote and ensure effective delivery of services
Responsible for adherence to Personal Trust processes, procedures, polices to effectively mitigate risk
Works closely with support staff to ensure well-organized administration
Must take initiative to address issues proactively
Work with smaller group of clients with high touch needs and attentiveness required
Establish relationships with key external partners, colleagues and appropriate bank segments
Performs other duties as assigned
Basic Qualifications:
Bachelor’s degree and 2+ years of experience in Financial Services, OR
High school diploma and 5+ years of experience in Financial Services
Preferred Qualifications:
A continuous improvement mindset with demonstrated problem solving and decision making skills as well as a desire for advancement and growth.
Understanding business lines and services, including Pooled Trusts, Reinsurance Trusts, Special Needs Trusts, Pre-Need and Perpetual Care Trusts
Strong experience in compliance and risk management
Ability to thrive in a collaborative, team-oriented environment
Excellent communication, analytical, and operational skills
Capable of self-managing multiple tasks, projects and assignments in a changing environment with competing priorities
Exempt Status:
Yes (not eligible for overtime pay); No (eligible for overtime pay)
Workplace Type:
Office
Our Approach to Office Workplace Type:
Our approach enables our teams to combine in-office and work-from-home arrangements. Remote roles may have opportunities to come together in offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for immigration benefits. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters:
Huntington will not pay a fee for any placement resulting from unsolicited resumes. All unsolicited resumes sent to Huntington colleagues will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
#J-18808-Ljbffr