Trust Administrative Assistant

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POST DATE 9/13/2016
END DATE 11/13/2016

Commerce Bank St. Louis, MO

St. Louis, MO
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #


20263 Trust Administrative Assistant (Open)

Job Category:

Grade 06 ----------------------------------------------------------------------

Location: 8000 Forsyth, St. Louis, Missouri 63105 ----------------------------------------------------------------------

Job Expectations:

Administrative Assistant - Full-time - Clayton

How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a Super Community bank and is recognized as an industry leader. In today's growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers' needs!

This position supports a team of Family Office Relationship Managers and Private Client Advisor Associates within the Commerce Trust Company by providing a high level of administrative client service and support (assistance with all aspects of account administration, cash management, security movement, and discretionary actions within fiduciary engagements, coordination of documents needed for tax preparation, and client satisfaction and retention).

Key responsibilities include:

*Work cooperatively with Family Office Relationship Managers (FRM) and Private Client Advisor Associates (PCAA) by providing administrative support in the opening, administration and closing of fiduciary, agency and custodial accounts.

*Deliver superior service to our clients and their external professionals to include independent problem identification, resolution and direct communication on service and administrative issues.

*Identify and resolve operational issues by working independently with internal partners.

*Assist FRM & PCAA with monitoring and controlling risk in all aspects of account administration.

*Assist FRM & PCAA in handling cash receipts and disbursements for accounts.

*Prepare new account paperwork and obtain other documentation necessary to establish various account types as well as coordinate and track the opening process with internal partners.

*Access and update information on trust accounting platform.

*Input and maintain customer information in client relationship management system.

*Coordinate account termination process (i.e.: circulate necessary notices, value assets, prepare distribution schedule and coordinate transfer of assets).

*Address customer phone and email inquiries.

*Prepare documents to be filed in the administrative, investment and vault files.

*Prepare various administrative presentations, reports, memos and letters as requested.

*Greet clients and arrange meetings as deemed necessary.

*Perform special tasks/projects as assigned and time permits.

High School diploma or equivalent; some college preferred.

Knowledge of wealth management services and products; specific knowledge of trust and retail services a plus. Professional presence and approach and desire to exceed client expectations. Proficient in Word and Excel, professional letter writing and electronic communication. Demonstrated superior customer contact skills required. Ability and confidence to act independently. Excellent communications skills. Good organizational skills, ability to prioritize, positive attitude and ability to work effectively with all levels of staff and departments.

Full-time. Mon-Fri (8-5). Clayton location.

Time Type:

Full time