Client Services Administrator I- Bar Harbor - First National Lincoln : Job Details

Overview: Primary responsibility is to provide administrative, operational, and departmental support in the wealth management/trust and investment division of First National Bank, working closely with Relationship Management and client service staff to ensure the highest level of customer service and accuracy. Essential Duties:

• Assist with account administration:
• Address client inquiries and provide assistance as needed.
• Oversight of client online access site, providing client assistance and support.
• Maintain detailed account administrative records.
• Assist with completing regulatory reviews in accordance with required time constraints.
• Prepare account paperwork, including new account documentation, periodic documentation updates, etc.
• Prepare and process client contributions and disbursements according to established policies and procedures.
• Monitor account overdrafts and coordinate with RM/PM to address them on an as needed basis.
• Work within trust accounting system to process account maintenance, account setup or closings, transaction processing, etc.
• Filing/imaging of correspondence and account administrative records.
• Departmental responsibilities:
• Complete daily and periodic operational functions, including daily settlement, monthly reconciliations, etc.
• Assist with various compliance functions as needed.
• Mailing of invoices.
• Assist with tax form preparation and client distribution of same.
• Adhere to and ensure department compliance with banking regulations, IRS regulations and other fiduciary requirements.
• Participate in Administrative Committee Meetings
• Prepare for and assist with Trust Administrative Committee meetings, and other departmental meetings.
• Coordination of department events and outreach opportunities, including mass mailings, holiday cards, etc.

• Perform additional duties as requested.

• High school diploma or equivalent.
• Direct customer contact experience desirable.
• Proficiency in Microsoft Word, Excel, & PowerPoint or equivalent.
• Understanding of tax law and IRS Regulations desired.
• Prior administrative support experience in financial services industry preferred.
• High attention to detail, organizational skills, problem-solving skills, strong communication skills and excellent customer service skills are critical.