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Receptionist - Palm Beach Florida - 3DHDN in Palm Beach Gardens, FL at M&T Bank

Date Posted: 6/6/2018

Job Snapshot

Job Description

Responsible for the administration of routine personal and corporate accounts involving trusts, agencies and estates. Includes client contact, at the direction of manager. 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.
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 as well as documents needed for client meetings. Demonstrate the ability to interpret basic trust and/or investment information in order to prepare client communications.
Provide support for Fiduciary Advisors or Relationship Managers by greeting clients, managing telephone calls, sorting and delivering mail, maintaining supplies, scheduling appointments, maintaining appointment calendars for managers. Coordinate all travel arrangements and prepare business itinerary
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.
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 any/all of Fiduciary Advisors, 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.
Associates degree OR in lieu of a degree, a combined minimum of 2 years higher education and/or work experience.
Degree focus on Finance/Accounting/Economics preferred.
Strong focus on customer service and satisfaction; direct client contact.
Knowledge of ERISA and tax laws (for personal trust focus).
Proficient with standard office software and applications
Excellent written and verbal communication skills.
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.
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.M&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.