Senior Relationship Administrator — Hybrid, ESOP Growth

Skillcloud HCM; Portland (ME); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual salary $70-80k

Bonus opportunity

Health/dental/vision coverage

Hybrid schedule

401k and ESOP

Free parking

Business casual

Salary reviews

Collaborative team

Job summary

Spinnaker Trust in Portland, ME seeks a Senior Relationship Administrator to oversee assigned accounts, ensure compliance, and maintain client relationships. This role collaborates with the operations team and professionals to resolve issues and advance account objectives.

The ideal candidate has extensive experience in investment advisory or trust settings, excels in client communication, and can handle complex retirement and trust administration with discretion.

Qualifications

• Excellent oral and written communication with clients and professionals.
• Ability to manage confidential information with discretion.
• Experience handling trusts, retirement plans, and related administration.

Responsibilities

• Open personal, retirement, entity, and trust accounts.
• Close accounts and ensure timely custodial paperwork.
• Coordinate asset data and cost basis information with operations.
• Perform annual administrative reviews for compliance.
• Oversee daily/monthly/annual account transactions and tax coding.
• Communicate RMDs and distributions to clients accurately.
• Assist with 1040 tax estimates and tax forms distribution.

Skills

Communication

Client interaction

Attention to detail

Risk identification

Confidentiality

Education

CTFA or advanced designation

Tools

Black Diamond Trust

Fidelity

Charles Schwab

SharePoint

Tamarac

Job description

Spinnaker Trust in Portland, ME seeks a Senior Relationship Administrator to oversee assigned accounts, ensure compliance, and maintain client relationships. This role collaborates with the operations team and professionals to resolve issues and advance account objectives.

The ideal candidate has extensive experience in investment advisory or trust settings, excels in client communication, and can handle complex retirement and trust administration with discretion.