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Client Administrator I - 3DIJA in Minneapolis, MN at M&T Bank

Date Posted: 5/15/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Job Type:
    Management
  • Experience:
    Not Specified
  • Date Posted:
    5/15/2018
  • Job ID:
    3DIJA

Job Description

Client Administrator l

Minneapolis, MN

 

 

BASIC FUNCTION
Responsible for the administration of routine Corporate High Yield bond accounts involving trusts. Primary point of contact/relationship lead for client. Daily contact with Trust clients to answer general inquiries, or facilitate client requests. Process all transactions to include collection of critical documents, processing of cash disbursements, trades, account balances, establishing new accounts, facilitating client requests for discretionary distributions, trust terminations, etc., to ensure proper administrative management.
POSITION RESPONSIBILITIES
Prepare accurate and timely paperwork for daily transaction and maintenance requirements of client accounts. Verify account activity on a regularly determined basis.
Foster client relationships. Proactively discuss with client team opportunities to rectify and/or enhance the client’s relationship with the company.
Document preparation and maintenance: routine account documents. Demonstrate the ability to interpret basic trust and/or investment information.
Provide support for Relationship Managers.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
NATURE AND SCOPE
Direct contact with clients, internal resources and external (i.e. clients/customers, investment professionals, attorneys, accountants, etc.) professionals/businesses in support of the client relationship. Support the efforts of a variety of professionals to include Relationship Managers, unit managers and supervisors, to name a few. Work within a team environment that requires not only individual focus but actions that support the group as a whole.
Ability to work on multiple tasks under supervision in a fast paced environment.
MINIMUM QUALIFICATIONS REQUIRED
Associates degree OR in lieu of a degree, a combined minimum of 2 years higher education and/or work experience.
IDEAL QUALIFICATIONS PREFERRED
Bachelors degree focus on Finance/Accounting/Economics preferred.
Strong focus on customer service and satisfaction; direct client contact.
Proficient with standard office software and applications
Excellent written and verbal communication skills.

Strong attention to detail. 
Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit. Examples include Operations and Legal groups.
Essential to contribute to positive working relationships, maintaining integrity and professionalism.
ABOUT M&T
At M&T, we strive to be the best place our employees ever work, the
best bank our customers ever do business with and the best investment
our shareholders ever make. So when looking to advance your career,
look to M&T. As a top 20 US bank holding company and one of the best
performing regional banks in the country, we offer a wide range of
performance based career development opportunities for talented
professionals. And through our longstanding tradition of careful,
conservative and consistent management and a strong commitment to the
communities we serve, we continue to grow with a focus on the future.

 

#LI-LP1M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer.
M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.

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