What are the responsibilities and job description for the Client Administrator position at Diversified Trust?
Firm Summary
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $15 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. We provide tailored investment management, financial planning, trust and estate, family office, and institutional advisory services through our offices in Atlanta, Charleston, Greensboro, Memphis and Nashville.
Job Summary
The Client Administrator works with and supports client service teams in providing exceptional wealth management, investment advisory and estate/trust services to firm clients. The Client Administrator serves as the general knowledge base on all operational aspects of client service. In addition, the Client Administrator shares best practices and resolves issues by being actively involved with client service teams.
Primary Duties and Responsibilities
The primary responsibilities of the Client Administrator include, but are not limited to, the following:
- Provide timely, proactive and exceptional service to all clients; maintain a thorough understanding of client expectations and family dynamics
- Manage and respond to day-to-day inquiries and interactions with clients and the client service teams
- Processing account service requests including distributions, deposits, post wires and ACH transactions (including tax deadlines)
- Provide transactional and operational support for Greensboro Family Office services
- Serve as the client service team liaison with the operations team and custodians
- Coordinate client tax, trust, estate and personal issues with CPAs, attorneys, insurance agents and other service providers
- Manage and process required minimum distributions (RMDs) from retirement accounts
- Manage client contact information and documents in client relationship management (CRM) and document management systems
- Coordinate and ensure completion of client or firm-specific projects, as necessary (may involve multiple parties and areas of the office, firm or third-party resources)
- Maintain strict confidentiality of client and company information
Skills and Qualifications
- Bachelor’s degree preferred
- 5 years of wealth management, trust services or comparable experience preferred
- Ethical practitioner with ability to exercise sound judgment, effectively manage risk and ensure security and confidentiality of client and firm information
- Ability to develop trust and build internal and external relationships
- Strong work ethic with ability to work under pressure and handle multiple tasks within deadlines
- Highly organized with keen attention to detail and the ability to work with minimum oversight
- Team player with excellent interpersonal and communication skills
- Proficient in Microsoft Office suite; experience with Black Diamond Trust, Schwab, CRM systems and document management systems is a plus