ACCOUNT ADMINISTRATOR

Todd & Company KY LLC; Danville, Northern (KY, KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Kentucky Trust Company, located in Danville, Kentucky, is seeking an Account Administrator to support our wealth management division and client relationships.

The role focuses on opening, closing, and ongoing administration for accounts, with opportunity to learn and pursue professional credentials while collaborating with attorneys and accountants to ensure exemplary service.

Qualifications

• High school diploma or GED is required.
• Attention to detail with analytical and problem-solving skills.
• Strong verbal, math and written communication skills.
• Ability to handle and prioritize multiple projects.
• Willingness to learn and grow.
• Professional, client-focused approach to tasks.
• Proficient use of Excel and Word; learn account management software.

Responsibilities

• Cultivate client relationships and assist investment advisors on assigned accounts and new business.
• Acquire and maintain financial industry credentials as appropriate.
• Work with professionals such as attorneys and accountants on various issues.
• Manage opening, closing and ongoing administration for assigned accounts.
• Perform Trust, IRA, Estate administration duties as assigned.
• Become proficient with Maui account program, ARRMs, Client Online Portal, and other programs as needed.
• Review legal and financial documents.
• Review end of year tax information for assigned accounts.
• Perform annual review of assigned accounts.
• Manage and process contributions and distributions as appropriate.
• Conduct yourself professionally and as a company representative; uphold EEO and diversity policies.

Skills

Attention to detail

Strong verbal, math and written comms

Ability to handle & prioritize multi˗/

Willingness to learn and grow

Professional, client-focused

Team & independent work

Education

High school diploma or GED

Tools

Excel

Word

Account management software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

ACCOUNT ADMINISTRATOR

Full Time Clerical Danville, KY, US

7 days ago Requisition ID: 1535

KENTUCKY TRUST COMPANY

ACCOUNT ADMINISTRATOR JOB DESCRIPTION

SUMMARY

Kentucky Trust Company, located in Danville, Kentucky is looking for an Account Administrator to work with a broad and diverse range of clients in our wealth management division.

We are seeking a dedicated, self-motivated candidate who has a strong desire to build relationships and provide outstanding service for our clients and is interested in learning and developing a career within the wealth management industry. The associate will be encouraged to engage in continual learning and development activities and will be supported in pursuing progress toward industry-related certifications.

DUTIES

• Cultivate client relationships and assist investment advisors as appropriate on assigned accounts and new business
• Acquire and maintain financial industry credentials as appropriate
• Work with industry professionals such as attorneys and accountants on various issues
• Manage opening, closing and ongoing administration for assigned accounts
• Perform Trust, IRA, Estate administration duties as assigned
• Become proficient with Maui account program, Account Review and Risk Manager (ARRM) program, Client Online Portal and other programs as needed
• Review legal and financial documents
• Review end of year tax information for assigned accounts
• Perform annual review of assigned accounts
• Manage and process contributions and distributions as appropriate
• Treats people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• You are to conduct yourself professionally and as a company representative while at work and in public.
• Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

Minimum Qualifications

• High school diploma or GED
• Attention to detail, with analytical and problem-solving skills
• Strong verbal, math and written communication skills
• Ability to handle and prioritize multiple projects simultaneously
• Willingness to learn and grow
• Professional, client-focused approach to tasks
• Proficient use of applicable technology, including Excel and Word, with ability to learn use of account management software
• Ability to work in team environment as well as independently

Management reserves the right to change this job description at any time according to business needs.