Wealth Management Account Administrator

Whitaker Bank Corp Of Kentucky; Danville (KY); On-site; USD 40,000 - 52,000; Full time

Job summary

Kentucky Trust Company in Danville, Kentucky seeks an Account Administrator to support wealth management clients. You will build relationships, perform administration for accounts, and collaborate with investment advisors to ensure outstanding service.

The role offers growth opportunities and exposure to certifications in the wealth management field, with a focus on accuracy, compliance, and client satisfaction.

Qualifications

• 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 Excel and Word, with ability to learn use of account management software.
• Ability to work in a team environment as well as independently.

Responsibilities

• 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.

Skills

Attention to detail

Analytical skills

Verbal communication

Written communication

Multitasking

Willingness to learn

Professional, client-focused

Team collaboration

Education

High school diploma or GED

Tools

Excel

Word

Job description

Kentucky Trust Company in Danville, Kentucky seeks an Account Administrator to support wealth management clients. You will build relationships, perform administration for accounts, and collaborate with investment advisors to ensure outstanding service.

The role offers growth opportunities and exposure to certifications in the wealth management field, with a focus on accuracy, compliance, and client satisfaction.